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Girard Securities’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Girard Securities’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
2017
Q4 		– Sell
-5,400
Closed -$275K – 36
2017
Q3 		$275K Hold
5,400
– – 0.24% 92
2017
Q2 		$275K Buy
+5,400
New +$275K 0.21% 120

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Girard Securities's FLOT Position: Q4 2017 in Review

Girard Securities sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2017, closing a stake of 5,400 shares — an estimated $275K sold.

Girard Securities first reported a position in FLOT in Q2 2017 and held it in 2 quarters. The position peaked at $275K in Q3 2017. 392 funds tracked by Wall St. Rank hold FLOT as of Q4 2017.

  • Girard Securities reported no remaining iShares Floating Rate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 5,400 iShares Floating Rate Bond ETF shares in Q4 2017, an estimated $275K.
  • Girard Securities first reported a position in iShares Floating Rate Bond ETF in Q2 2017 and held it in 2 quarters.
  • Girard Securities's iShares Floating Rate Bond ETF position peaked at $275K in Q3 2017.
  • 392 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.