EFS
USFR

Econ Financial Services’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Econ Financial Services’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$244K Buy
+9,743
New +$244K 0.34% 58

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Econ Financial Services's USFR Position: Q2 2019 in Review

Econ Financial Services opened a new position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2019: 9,743 shares worth $244K. The stake represents 0.34% of the portfolio and ranks #58 among its holdings.

125 funds tracked by Wall St. Rank hold USFR as of Q2 2019.

  • Econ Financial Services held 9,743 shares of WisdomTree Bloomberg Floating Rate Treasury Fund worth $244K as of Q2 2019.
  • WisdomTree Bloomberg Floating Rate Treasury Fund was a new Econ Financial Services position in Q2 2019.
  • WisdomTree Bloomberg Floating Rate Treasury Fund made up 0.34% of Econ Financial Services's portfolio in Q2 2019, its #58 holding.
  • 125 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.