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Global Wealth Management Investment Advisory’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q2 		– Sell
-994
Closed -$31K – 725
2019
Q1 		$31K Buy
+994
New +$30.4K 0.02% 257

Other funds holding FLRN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Management Investment Advisory's FLRN Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2019, closing a stake of 994 shares — an estimated $31K sold.

Global Wealth Management Investment Advisory first reported a position in FLRN in Q1 2019 and held it in 1 quarter. The position peaked at $31K in Q1 2019. 296 funds tracked by Wall St. Rank hold FLRN as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 994 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2019, an estimated $31K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $31K in Q1 2019.
  • 296 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.