EWM
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Evercore Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Evercore Wealth 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 		– Sell
-500
Closed -$25K – 1001
2016
Q4 		$25K Buy
+500
New +$25.4K ﹤0.01% 721
2016
Q2 		– Sell
-3,835
Closed -$193K – 1025
2016
Q1 		$193K Buy
+3,835
New +$193K 0.01% 359

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $3.92B AUM 15.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Evercore Wealth Management's FLOT Position: Q1 2017 in Review

Evercore Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2017, closing a stake of 500 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in FLOT in Q1 2016 and held it in 2 quarters. The position peaked at $193K in Q1 2016. 308 funds tracked by Wall St. Rank hold FLOT as of Q1 2017.

  • Evercore Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 500 iShares Floating Rate Bond ETF shares in Q1 2017, an estimated $25K.
  • Evercore Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Evercore Wealth Management's iShares Floating Rate Bond ETF position peaked at $193K in Q1 2016.
  • 308 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.