Migdal Insurance & Financial Holdings’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Migdal Insurance & Financial Holdings’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
2018 Q4	–	Sell	-160	Closed	-$5K	–	737
2018 Q3	$5K	Hold	160	–	–	﹤0.01%	766
2018 Q2	$5K	Buy	+160	New	+$4.92K	﹤0.01%	732

Other funds holding FLRN

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's FLRN Position: Q4 2018 in Review

Migdal Insurance & Financial Holdings sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2018, closing a stake of 160 shares — an estimated $5K sold.

Migdal Insurance & Financial Holdings first reported a position in FLRN in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 287 funds tracked by Wall St. Rank hold FLRN as of Q4 2018.

Migdal Insurance & Financial Holdings reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2018 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 160 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2018, an estimated $5K.
Migdal Insurance & Financial Holdings first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2018 and held it in 2 quarters.
Migdal Insurance & Financial Holdings's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $5K in Q3 2018.
287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2018, filed 13 Feb 2019.