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Girard Securities’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Girard Securities’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,517
Closed -$262K – 37
2017
Q3 		$262K Hold
8,517
– – 0.23% 96
2017
Q2 		$262K Buy
+8,517
New +$262K 0.2% 127

Other funds holding FLRN

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return

Girard Securities's FLRN Position: Q4 2017 in Review

Girard Securities sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2017, closing a stake of 8,517 shares — an estimated $262K sold.

Girard Securities first reported a position in FLRN in Q2 2017 and held it in 2 quarters. The position peaked at $262K in Q3 2017. 145 funds tracked by Wall St. Rank hold FLRN as of Q4 2017.

  • Girard Securities reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 8,517 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2017, an estimated $262K.
  • Girard Securities first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2017 and held it in 2 quarters.
  • Girard Securities's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $262K in Q3 2017.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2017.

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