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Piershale Financial Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Piershale Financial Group’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
2015
Q4 		– Sell
-371,144
Closed -$18.7M – 206
2015
Q3 		$18.7M Buy
+371,144
New +$18.8M 14.25% 2

Other funds holding FLOT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Piershale Financial Group's FLOT Position: Q4 2015 in Review

Piershale Financial Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2015, closing a stake of 371,144 shares — an estimated $18.7M sold.

Piershale Financial Group first reported a position in FLOT in Q3 2015 and held it in 1 quarter. The position peaked at $18.7M in Q3 2015. 226 funds tracked by Wall St. Rank hold FLOT as of Q4 2015.

  • Piershale Financial Group reported no remaining iShares Floating Rate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Piershale Financial Group sold 371,144 iShares Floating Rate Bond ETF shares in Q4 2015, an estimated $18.7M.
  • Piershale Financial Group first reported a position in iShares Floating Rate Bond ETF in Q3 2015 and held it in 1 quarter.
  • Piershale Financial Group's iShares Floating Rate Bond ETF position peaked at $18.7M in Q3 2015.
  • 226 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2015.

Based on Piershale Financial Group's 13F filing for Q4 2015, filed 19 Jan 2016.