FBT
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Founders Bank & Trust’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Founders Bank & Trust’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
2014
Q1 		– Sell
-356
Closed -$18K – 369
2013
Q4 		$18K Sell
356
-1,494
-81% -$75.7K 0.01% 259
2013
Q3 		$94K Buy
+1,850
New +$93.7K 0.05% 124

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

Founders Bank & Trust's FLOT Position: Q1 2014 in Review

Founders Bank & Trust sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2014, closing a stake of 356 shares — an estimated $18K sold.

Founders Bank & Trust first reported a position in FLOT in Q3 2013 and held it in 2 quarters. The position peaked at $94K in Q3 2013. 182 funds tracked by Wall St. Rank hold FLOT as of Q1 2014.

  • Founders Bank & Trust reported no remaining iShares Floating Rate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 356 iShares Floating Rate Bond ETF shares in Q1 2014, an estimated $18K.
  • Founders Bank & Trust first reported a position in iShares Floating Rate Bond ETF in Q3 2013 and held it in 2 quarters.
  • Founders Bank & Trust's iShares Floating Rate Bond ETF position peaked at $94K in Q3 2013.
  • 182 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.