Institutional & Family Asset Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Institutional & Family Asset Management’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	-195	Closed	-$6K	–	847
2019 Q1	$6K	Hold	195	–	–	﹤0.01%	574
2018 Q4	$6K	Buy	+195	New	+$5.97K	﹤0.01%	561

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institutional & Family Asset Management's FLRN Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2019, closing a stake of 195 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in FLRN in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 296 funds tracked by Wall St. Rank hold FLRN as of Q2 2019.

Institutional & Family Asset Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 195 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2019, an estimated $6K.
Institutional & Family Asset Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and held it in 2 quarters.
Institutional & Family Asset Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $6K 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 Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.