Piedmont Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Piedmont Investment Advisors’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 Q3	–	Sell	-2,788	Closed	-$142K	–	1476
2018 Q2	$142K	Buy	+2,788	New	+$142K	0.01%	988
2017 Q1	–	Sell	-2,788	Closed	-$141K	–	489
2016 Q4	$141K	Sell	2,788 -965	-26%	-$49K	﹤0.01%	385
2016 Q3	$190K	Buy	3,753 +200	+6%	+$10.1K	﹤0.01%	369
2016 Q2	$180K	Hold	3,553	–	–	﹤0.01%	263
2016 Q1	$179K	Sell	3,553 -148	-4%	-$7.45K	﹤0.01%	260
2015 Q4	$187K	Hold	3,701	–	–	﹤0.01%	266
2015 Q3	$187K	Hold	3,701	–	–	﹤0.01%	268
2015 Q2	$187K	Buy	3,701 +3,501	+1,751%	+$177K	﹤0.01%	270
2015 Q1	$10.1K	Hold	200	–	–	﹤0.01%	192
2014 Q4	$10.1K	Hold	200	–	–	﹤0.01%	198
2014 Q3	$10.2K	Hold	200	–	–	﹤0.01%	198
2014 Q2	$10.2K	Hold	200	–	–	﹤0.01%	194
2014 Q1	$10.1K	Hold	200	–	–	﹤0.01%	194
2013 Q4	$10.1K	Buy	+200	New	+$10.1K	﹤0.01%	188

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Piedmont Investment Advisors's FLOT Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2018, closing a stake of 2,788 shares — an estimated $142K sold.

Piedmont Investment Advisors first reported a position in FLOT in Q4 2013 and held it in 14 quarters. The position peaked at $190K in Q3 2016. 506 funds tracked by Wall St. Rank hold FLOT as of Q3 2018.

Piedmont Investment Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q3 2018 after selling out during the quarter.
Piedmont Investment Advisors sold 2,788 iShares Floating Rate Bond ETF shares in Q3 2018, an estimated $142K.
Piedmont Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q4 2013 and held it in 14 quarters.
Piedmont Investment Advisors's iShares Floating Rate Bond ETF position peaked at $190K in Q3 2016.
506 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.