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

Foresight 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
2019
Q4 		– Sell
-4,032
Closed -$206K – 127
2019
Q3 		$206K Sell
4,032
-1,025
-20% -$52.2K 0.15% 94
2019
Q2 		$258K Sell
5,057
-3,265
-39% -$166K 0.19% 80
2019
Q1 		$424K Sell
8,322
-20,138
-71% -$1.02M 0.37% 60
2018
Q4 		$1.43M Buy
+28,460
New +$1.44M 1.52% 18

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Foresight Wealth Management's FLOT Position: Q4 2019 in Review

Foresight Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2019, closing a stake of 4,032 shares — an estimated $206K sold.

Foresight Wealth Management first reported a position in FLOT in Q4 2018 and held it in 4 quarters. The position peaked at $1.43M in Q4 2018. 536 funds tracked by Wall St. Rank hold FLOT as of Q4 2019.

  • Foresight Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Foresight Wealth Management sold 4,032 iShares Floating Rate Bond ETF shares in Q4 2019, an estimated $206K.
  • Foresight Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 4 quarters.
  • Foresight Wealth Management's iShares Floating Rate Bond ETF position peaked at $1.43M in Q4 2018.
  • 536 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2019.

Based on Foresight Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.