IFWM
FLOT icon

Institute for Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Institute for Wealth Management’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
2014
Q2 		– Sell
-4,245
Closed -$215K – 65
2014
Q1 		$215K Buy
4,245
+11
+0.3% +$558 0.18% 33
2013
Q4 		$215K Sell
4,234
-7,183
-63% -$364K 0.15% 37
2013
Q3 		$579K Buy
11,417
+8,213
+256% +$416K 0.4% 31
2013
Q2 		$162K Buy
+3,204
New +$162K 0.13% 36

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SR
Swiss Reinsurance Zurich, Switzerland $664M AUM 11.24% 1-Year Est. Return

Institute for Wealth Management's FLOT Position: Q2 2014 in Review

Institute for Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2014, closing a stake of 4,245 shares — an estimated $215K sold.

Institute for Wealth Management first reported a position in FLOT in Q2 2013 and held it in 4 quarters. The position peaked at $579K in Q3 2013. 187 funds tracked by Wall St. Rank hold FLOT as of Q2 2014.

  • Institute for Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Institute for Wealth Management sold 4,245 iShares Floating Rate Bond ETF shares in Q2 2014, an estimated $215K.
  • Institute for Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q2 2013 and held it in 4 quarters.
  • Institute for Wealth Management's iShares Floating Rate Bond ETF position peaked at $579K in Q3 2013.
  • 187 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2014.

Based on Institute for Wealth Management's 13F filing for Q2 2014, filed 16 Jul 2014.