FWIA
FLOT icon

Fort Washington Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Fort Washington Investment Advisors’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
2020
Q4 		– Sell
-33,061
Closed -$1.68M – 496
2020
Q3 		$1.68M Sell
33,061
-10,000
-23% -$506K 0.02% 275
2020
Q2 		$2.18M Sell
43,061
-138,000
-76% -$6.91M 0.02% 260
2020
Q1 		$8.82M Buy
+181,061
New +$9.06M 0.12% 132

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fort Washington Investment Advisors's FLOT Position: Q4 2020 in Review

Fort Washington Investment Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2020, closing a stake of 33,061 shares — an estimated $1.68M sold.

Fort Washington Investment Advisors first reported a position in FLOT in Q1 2020 and held it in 3 quarters. The position peaked at $8.82M in Q1 2020. 495 funds tracked by Wall St. Rank hold FLOT as of Q4 2020.

  • Fort Washington Investment Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 33,061 iShares Floating Rate Bond ETF shares in Q4 2020, an estimated $1.68M.
  • Fort Washington Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Fort Washington Investment Advisors's iShares Floating Rate Bond ETF position peaked at $8.82M in Q1 2020.
  • 495 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2020.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.