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Mid Atlantic Financial Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Mid Atlantic Financial Management’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
-19,596
Closed -$595K – 741
2018
Q4 		$595K Buy
+19,596
New +$600K 0.07% 284

Other funds holding FLRN

RJA
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AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Mid Atlantic Financial Management's FLRN Position: Q1 2019 in Review

Mid Atlantic Financial Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2019, closing a stake of 19,596 shares — an estimated $595K sold.

Mid Atlantic Financial Management first reported a position in FLRN in Q4 2018 and held it in 1 quarter. The position peaked at $595K in Q4 2018. 294 funds tracked by Wall St. Rank hold FLRN as of Q1 2019.

  • Mid Atlantic Financial Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 19,596 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2019, an estimated $595K.
  • Mid Atlantic Financial Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and held it in 1 quarter.
  • Mid Atlantic Financial Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $595K in Q4 2018.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2019, filed 7 May 2019.