FGC
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Financial Gravity Companies’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$260K Buy
+5,120
New +$260K 0.24% 91
2018
Q1 		$125K Buy
2,459
+1,903
+342% +$97K 0.13% 164
2017
Q4 		$28K Buy
+556
New +$28.3K 0.03% 433

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
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Gravity Companies's FLOT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q4 2018: 5,120 shares worth $260K. The stake represents 0.24% of the portfolio and ranks #91 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FLOT as recently as Q1 2018.

Financial Gravity Companies first reported a position in FLOT in Q4 2017 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold FLOT as of Q4 2018.

  • Financial Gravity Companies held 5,120 shares of iShares Floating Rate Bond ETF worth $260K as of Q4 2018.
  • iShares Floating Rate Bond ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares Floating Rate Bond ETF made up 0.24% of Financial Gravity Companies's portfolio in Q4 2018, its #91 holding.
  • Financial Gravity Companies first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • 564 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.