GRP
USFR

Global Retirement Partners’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Global Retirement Partners’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,500
Closed -$163K – 1774
2020
Q2 		$163K Hold
6,500
– – 0.03% 392
2020
Q1 		$163K Sell
6,500
-2,005
-24% -$50.3K 0.03% 353
2019
Q4 		$213K Buy
+8,505
New +$213K 0.03% 362

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Bank of America
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

Global Retirement Partners's USFR Position: Q3 2020 in Review

Global Retirement Partners sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q3 2020, closing a stake of 6,500 shares — an estimated $163K sold.

Global Retirement Partners first reported a position in USFR in Q4 2019 and held it in 3 quarters. The position peaked at $213K in Q4 2019. 130 funds tracked by Wall St. Rank hold USFR as of Q3 2020.

  • Global Retirement Partners reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q3 2020 after selling out during the quarter.
  • Global Retirement Partners sold 6,500 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q3 2020, an estimated $163K.
  • Global Retirement Partners first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2019 and held it in 3 quarters.
  • Global Retirement Partners's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $213K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q3 2020.

Based on Global Retirement Partners's 13F filing for Q3 2020, filed 9 Oct 2020.