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Ford Financial Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Ford Financial Group’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-23,434
Closed -$711K – 72
2018
Q4 		$711K Buy
23,434
+13,474
+135% +$412K 0.54% 30
2018
Q3 		$305K Buy
+9,960
New +$306K 0.22% 29

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AMH
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APP
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UBS Group
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Wells Fargo
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Bank of America
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AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
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Ford Financial Group's FLRN Position: Q1 2019 in Review

Ford Financial Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2019, closing a stake of 23,434 shares — an estimated $711K sold.

Ford Financial Group first reported a position in FLRN in Q3 2018 and held it in 2 quarters. The position peaked at $711K in Q4 2018. 294 funds tracked by Wall St. Rank hold FLRN as of Q1 2019.

  • Ford Financial Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2019 after selling out during the quarter.
  • Ford Financial Group sold 23,434 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2019, an estimated $711K.
  • Ford Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2018 and held it in 2 quarters.
  • Ford Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $711K in Q4 2018.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2019.

Based on Ford Financial Group's 13F filing for Q1 2019, filed 17 Apr 2019.