PAG
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Pinnacle Advisory Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Pinnacle Advisory 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
2019
Q1 		– Sell
-13,659
Closed -$688K – 169
2018
Q4 		$688K Sell
13,659
-38,293
-74% -$1.94M 0.05% 93
2018
Q3 		$2.65M Sell
51,952
-122,065
-70% -$6.22M 0.18% 40
2018
Q2 		$8.88M Buy
174,017
+138,789
+394% +$7.07M 0.54% 29
2018
Q1 		$1.79M Buy
+35,228
New +$1.79M 0.11% 51
2016
Q3 		– Sell
-4,420
Closed -$223K – 132
2016
Q2 		$223K Buy
+4,420
New +$223K 0.02% 124

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return