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Pathlight Investors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Pathlight Investors’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$303K Buy
+6,015
New +$305K 0.25% 71

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pathlight Investors's FLOT Position: Q4 2018 in Review

Pathlight Investors opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q4 2018: 6,015 shares worth $303K. The stake represents 0.25% of the portfolio and ranks #71 among its holdings.

564 funds tracked by Wall St. Rank hold FLOT as of Q4 2018.

  • Pathlight Investors held 6,015 shares of iShares Floating Rate Bond ETF worth $303K as of Q4 2018.
  • iShares Floating Rate Bond ETF was a new Pathlight Investors position in Q4 2018.
  • iShares Floating Rate Bond ETF made up 0.25% of Pathlight Investors's portfolio in Q4 2018, its #71 holding.
  • 564 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2018.

Based on Pathlight Investors's 13F filing for Q4 2018, filed 19 Feb 2019.