Jackson Financial Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Jackson Financial Management’s Portfolio USFR Stock Details USFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2.51M	Buy	100,300 +50,000	+99%	+$1.25M	1.3%	22
2019 Q3	$1.26M	Buy	+50,300	New	+$1.26M	0.76%	21

Other funds holding USFR

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Jackson Financial Management's USFR Position: Q4 2019 in Review

Jackson Financial Management increased its WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) stake by 99% in Q4 2019, buying an estimated $1.25M and bringing the position to 100,300 shares worth $2.51M. The position accounts for 1.3% of the portfolio, ranked #22.

Jackson Financial Management first reported a position in USFR in Q3 2019 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold USFR as of Q4 2019.

Jackson Financial Management held 100,300 shares of WisdomTree Bloomberg Floating Rate Treasury Fund worth $2.51M as of Q4 2019.
Jackson Financial Management bought 50,000 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q4 2019, an estimated $1.25M.
WisdomTree Bloomberg Floating Rate Treasury Fund made up 1.3% of Jackson Financial Management's portfolio in Q4 2019, its #22 holding.
Jackson Financial Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q3 2019 and has held it in 2 quarters since.
136 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.