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

NEXT 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
2019
Q1 		$74K Buy
+2,400
New +$73.4K 0.02% 624

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

NEXT Financial Holdings's FLRN Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2019: 2,400 shares worth $74K. The stake represents 0.02% of the portfolio and ranks #624 among its holdings.

294 funds tracked by Wall St. Rank hold FLRN as of Q1 2019.

  • NEXT Financial Holdings held 2,400 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $74K as of Q1 2019.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new NEXT Financial Holdings position in Q1 2019.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #624 holding.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.