FAM
FALN icon

Formidable Asset Management’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Formidable Asset Management’s Portfolio FALN Stock Details FALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-42,168
Closed -$1.15M – 105
2017
Q4 		$1.15M Buy
+42,168
New +$1.16M 0.53% 42

Other funds holding FALN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Formidable Asset Management's FALN Position: Q1 2018 in Review

Formidable Asset Management sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q1 2018, closing a stake of 42,168 shares — an estimated $1.15M sold.

Formidable Asset Management first reported a position in FALN in Q4 2017 and held it in 1 quarter. The position peaked at $1.15M in Q4 2017. 15 funds tracked by Wall St. Rank hold FALN as of Q1 2018.

  • Formidable Asset Management reported no remaining iShares Fallen Angels USD Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Formidable Asset Management sold 42,168 iShares Fallen Angels USD Bond ETF shares in Q1 2018, an estimated $1.15M.
  • Formidable Asset Management first reported a position in iShares Fallen Angels USD Bond ETF in Q4 2017 and held it in 1 quarter.
  • Formidable Asset Management's iShares Fallen Angels USD Bond ETF position peaked at $1.15M in Q4 2017.
  • 15 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q1 2018.

Based on Formidable Asset Management's 13F filing for Q1 2018, filed 4 May 2018.