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Portfolio Strategies (Washington)’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$5K Hold
95
– – 0.01% 59
2017
Q3 		$5K Hold
95
– – 0.01% 47
2017
Q2 		$5K Hold
95
– – 0.01% 55
2017
Q1 		$5K Hold
95
– – 0.01% 56
2016
Q4 		$5K Buy
+95
New +$4.82K 0.01% 71

Other funds holding FLOT

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Portfolio Strategies (Washington)'s FLOT Position: Q4 2017 in Review

Portfolio Strategies (Washington) held its iShares Floating Rate Bond ETF (FLOT) position steady in Q4 2017 at 95 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #59.

Portfolio Strategies (Washington) first reported a position in FLOT in Q4 2016 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold FLOT as of Q4 2017.

  • Portfolio Strategies (Washington) held 95 shares of iShares Floating Rate Bond ETF worth $5K as of Q4 2017.
  • Portfolio Strategies (Washington) left its iShares Floating Rate Bond ETF share count unchanged in Q4 2017.
  • iShares Floating Rate Bond ETF made up 0.01% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #59 holding.
  • Portfolio Strategies (Washington) first reported a position in iShares Floating Rate Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.