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

LVW 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
Q4 		– Sell
-18,088
Closed -$922K – 191
2019
Q3 		$922K Buy
18,088
+133
+0.7% +$6.77K 0.23% 71
2019
Q2 		$914K Buy
17,955
+875
+5% +$44.5K 0.25% 65
2019
Q1 		$870K Buy
17,080
+2,825
+20% +$143K 0.23% 70
2018
Q4 		$718K Buy
+14,255
New +$723K 0.24% 63

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

LVW Advisors's FLOT Position: Q4 2019 in Review

LVW Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2019, closing a stake of 18,088 shares — an estimated $922K sold.

LVW Advisors first reported a position in FLOT in Q4 2018 and held it in 4 quarters. The position peaked at $922K in Q3 2019. 535 funds tracked by Wall St. Rank hold FLOT as of Q4 2019.

  • LVW Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • LVW Advisors sold 18,088 iShares Floating Rate Bond ETF shares in Q4 2019, an estimated $922K.
  • LVW Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 4 quarters.
  • LVW Advisors's iShares Floating Rate Bond ETF position peaked at $922K in Q3 2019.
  • 535 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2019.

Based on LVW Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.