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Meitav Investment House’s PennantPark Floating Rate Capital PFLT Stock Holding History

Meitav Investment House’s Portfolio PFLT Stock Details PFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,050
Closed -$133K – 371
2022
Q4 		$133K Buy
+12,050
New +$132K ﹤0.01% 350

Other funds holding PFLT

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Meitav Investment House's PFLT Position: Q1 2023 in Review

Meitav Investment House sold out of PennantPark Floating Rate Capital (PFLT) in Q1 2023, closing a stake of 12,050 shares — an estimated $133K sold.

Meitav Investment House first reported a position in PFLT in Q4 2022 and held it in 1 quarter. The position peaked at $133K in Q4 2022. 92 funds tracked by Wall St. Rank hold PFLT as of Q1 2023.

  • Meitav Investment House reported no remaining PennantPark Floating Rate Capital position as of Q1 2023 after selling out during the quarter.
  • Meitav Investment House sold 12,050 PennantPark Floating Rate Capital shares in Q1 2023, an estimated $133K.
  • Meitav Investment House first reported a position in PennantPark Floating Rate Capital in Q4 2022 and held it in 1 quarter.
  • Meitav Investment House's PennantPark Floating Rate Capital position peaked at $133K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q1 2023.

Based on Meitav Investment House's 13F filing for Q1 2023, filed 11 May 2023.