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Intelligence Driven Advisers’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Intelligence Driven Advisers’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
2020
Q3 		– Sell
-12,721
Closed -$388K – 85
2020
Q2 		$388K Buy
12,721
+1,413
+12% +$42.6K 0.14% 66
2020
Q1 		$332K Buy
11,308
+2,868
+34% +$86.6K 0.15% 66
2019
Q4 		$259K Buy
8,440
+66
+0.8% +$2.03K 0.12% 74
2019
Q3 		$258K Buy
+8,374
New +$257K 0.12% 79

Other funds holding FLRN

APP
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AssetMark Inc
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return