EAM
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Edge Asset Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Edge Asset Management’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$4.32M Hold
85,000
– – 0.03% 237
2016
Q4 		$4.31M Buy
+85,000
New +$4.31M 0.03% 242

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Edge Asset Management's FLOT Position: Q1 2017 in Review

Edge Asset Management held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2017 at 85,000 shares worth $4.32M. The position accounts for 0.03% of the portfolio, ranked #237.

Edge Asset Management first reported a position in FLOT in Q4 2016 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold FLOT as of Q1 2017.

  • Edge Asset Management held 85,000 shares of iShares Floating Rate Bond ETF worth $4.32M as of Q1 2017.
  • Edge Asset Management left its iShares Floating Rate Bond ETF share count unchanged in Q1 2017.
  • iShares Floating Rate Bond ETF made up 0.03% of Edge Asset Management's portfolio in Q1 2017, its #237 holding.
  • Edge Asset Management first reported a position in iShares Floating Rate Bond ETF in Q4 2016 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.