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Laurel Wealth Advisors (California)’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-32,416
Closed -$997K – 462
2019
Q3 		$997K Buy
32,416
+22,670
+233% +$696K 0.17% 151
2019
Q2 		$299K Buy
+9,746
New +$299K 0.07% 300

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UBS Group
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MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Ameriprise
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FLRN Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2019, closing a stake of 32,416 shares — an estimated $997K sold.

Laurel Wealth Advisors (California) first reported a position in FLRN in Q2 2019 and held it in 2 quarters. The position peaked at $997K in Q3 2019. 305 funds tracked by Wall St. Rank hold FLRN as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 32,416 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2019, an estimated $997K.
  • Laurel Wealth Advisors (California) first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2019 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $997K in Q3 2019.
  • 305 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.