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Lake Point Wealth Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Lake Point Wealth 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 		$10K Hold
326
– – ﹤0.01% 325
2019
Q1 		$10K Buy
+326
New +$9.97K ﹤0.01% 325

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
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
Ameriprise
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
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lake Point Wealth Management held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2019 at 326 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Lake Point Wealth Management first reported a position in FLRN in Q1 2019 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold FLRN as of Q2 2019.

  • Lake Point Wealth Management held 326 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $10K as of Q2 2019.
  • Lake Point Wealth Management left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q2 2019.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #325 holding.
  • Lake Point Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2019 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2019.

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