Lowe Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Lowe Wealth Advisors’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	–	Sell	-55	Closed	-$2K	–	298
2019 Q1	$2K	Hold	55	–	–	﹤0.01%	221
2018 Q4	$3K	Hold	55	–	–	﹤0.01%	189
2018 Q3	$3K	Hold	55	–	–	﹤0.01%	227
2018 Q2	$3K	Hold	55	–	–	﹤0.01%	182
2018 Q1	$3K	Hold	55	–	–	﹤0.01%	192
2017 Q4	$3K	Hold	55	–	–	﹤0.01%	202
2017 Q3	$3K	Hold	55	–	–	﹤0.01%	200
2017 Q2	$3K	Hold	55	–	–	﹤0.01%	175
2017 Q1	$3K	Hold	55	–	–	﹤0.01%	174
2016 Q4	$3K	Hold	55	–	–	﹤0.01%	183
2016 Q3	$3K	Hold	55	–	–	﹤0.01%	185
2016 Q2	$3K	Hold	55	–	–	﹤0.01%	179
2016 Q1	$3K	Hold	55	–	–	﹤0.01%	169
2015 Q4	$3K	Hold	55	–	–	﹤0.01%	182
2015 Q3	$3K	Hold	55	–	–	﹤0.01%	180
2015 Q2	$3K	Hold	55	–	–	﹤0.01%	180
2015 Q1	$3K	Hold	55	–	–	﹤0.01%	181
2014 Q4	$3K	Buy	+55	New	+$2.79K	﹤0.01%	163

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lowe Wealth Advisors's FLOT Position: Q2 2019 in Review

Lowe Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2019, closing a stake of 55 shares — an estimated $2K sold.

Lowe Wealth Advisors first reported a position in FLOT in Q4 2014 and held it in 18 quarters. The position peaked at $3K in Q4 2018. 520 funds tracked by Wall St. Rank hold FLOT as of Q2 2019.

Lowe Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2019 after selling out during the quarter.
Lowe Wealth Advisors sold 55 iShares Floating Rate Bond ETF shares in Q2 2019, an estimated $2K.
Lowe Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2014 and held it in 18 quarters.
Lowe Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $3K in Q4 2018.
520 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2019.

Based on Lowe Wealth Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.