LPWM
FLOT icon

Lake Point Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Lake Point 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
2019
Q2 		$20K Hold
383
– – 0.01% 240
2019
Q1 		$20K Buy
383
+349
+1,026% +$17.7K 0.01% 240
2018
Q4 		$2K Buy
+34
New +$1.73K ﹤0.01% 671

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lake Point Wealth Management's FLOT Position: Q2 2019 in Review

Lake Point Wealth Management held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2019 at 383 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #240.

Lake Point Wealth Management first reported a position in FLOT in Q4 2018 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold FLOT as of Q2 2019.

  • Lake Point Wealth Management held 383 shares of iShares Floating Rate Bond ETF worth $20K as of Q2 2019.
  • Lake Point Wealth Management left its iShares Floating Rate Bond ETF share count unchanged in Q2 2019.
  • iShares Floating Rate Bond ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #240 holding.
  • Lake Point Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.