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Optimum Investment Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$18K Buy
+600
New +$18.3K 0.01% 708

Other funds holding FLRN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
F
FolioMetrix Omaha, Nebraska $239M AUM
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM

Optimum Investment Advisors's FLRN Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2015: 600 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings.

38 funds tracked by Wall St. Rank hold FLRN as of Q1 2015.

  • Optimum Investment Advisors held 600 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $18K as of Q1 2015.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Optimum Investment Advisors position in Q1 2015.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #708 holding.
  • 38 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.