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Insight Wealth Strategies’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-9,500
Closed -$292K – 192
2019
Q2 		$292K Sell
9,500
-76,159
-89% -$2.34M 0.07% 137
2019
Q1 		$2.63M Sell
85,659
-589,651
-87% -$18M 0.73% 25
2018
Q4 		$20.5M Buy
+675,310
New +$20.7M 6.28% 3

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Insight Wealth Strategies's FLRN Position: Q3 2019 in Review

Insight Wealth Strategies sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2019, closing a stake of 9,500 shares — an estimated $292K sold.

Insight Wealth Strategies first reported a position in FLRN in Q4 2018 and held it in 3 quarters. The position peaked at $20.5M in Q4 2018. 278 funds tracked by Wall St. Rank hold FLRN as of Q3 2019.

  • Insight Wealth Strategies reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 9,500 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2019, an estimated $292K.
  • Insight Wealth Strategies first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and held it in 3 quarters.
  • Insight Wealth Strategies's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $20.5M in Q4 2018.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2019.

Based on Insight Wealth Strategies's 13F filing for Q3 2019, filed 6 Nov 2019.