PAS
USFR

Partnervest Advisory Services’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Partnervest Advisory Services’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$254K Buy
+10,122
New +$254K 0.08% 194

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

Partnervest Advisory Services's USFR Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q3 2020: 10,122 shares worth $254K. The stake represents 0.08% of the portfolio and ranks #194 among its holdings.

130 funds tracked by Wall St. Rank hold USFR as of Q3 2020.

  • Partnervest Advisory Services held 10,122 shares of WisdomTree Bloomberg Floating Rate Treasury Fund worth $254K as of Q3 2020.
  • WisdomTree Bloomberg Floating Rate Treasury Fund was a new Partnervest Advisory Services position in Q3 2020.
  • WisdomTree Bloomberg Floating Rate Treasury Fund made up 0.08% of Partnervest Advisory Services's portfolio in Q3 2020, its #194 holding.
  • 130 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.