MOS
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MGO One Seven’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

MGO One Seven’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
Q1 		– Sell
-229
Closed -$6K – 822
2018
Q4 		$6K Buy
+229
New +$7.01K ﹤0.01% 1311
2018
Q1 		$23K Buy
747
+8
+1% +$246 0.01% 824
2017
Q4 		$23K Buy
+739
New +$22.7K 0.01% 826

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 $3.64B AUM 14.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MGO One Seven's FLRN Position: Q1 2019 in Review

MGO One Seven sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2019, closing a stake of 229 shares — an estimated $6K sold.

MGO One Seven first reported a position in FLRN in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q1 2018. 294 funds tracked by Wall St. Rank hold FLRN as of Q1 2019.

  • MGO One Seven reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 229 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2019, an estimated $6K.
  • MGO One Seven first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $23K in Q1 2018.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.