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MinichMacGregor Wealth Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

MinichMacGregor Wealth 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
2018
Q4 		– Sell
-69
Closed -$2K – 225
2018
Q3 		$2K Buy
+69
New +$2.12K ﹤0.01% 447

Other funds holding FLRN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MinichMacGregor Wealth Management's FLRN Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2018, closing a stake of 69 shares — an estimated $2K sold.

MinichMacGregor Wealth Management first reported a position in FLRN in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 287 funds tracked by Wall St. Rank hold FLRN as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 69 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2018, an estimated $2K.
  • MinichMacGregor Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $2K 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 MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.