PWMG
FLOT icon

Prestige Wealth Management Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Prestige Wealth Management 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
Q3 		– Sell
-9,262
Closed -$472K – 607
2019
Q2 		$472K Buy
9,262
+534
+6% +$27.2K 0.29% 57
2019
Q1 		$444K Buy
8,728
+3,128
+56% +$159K 0.27% 72
2018
Q4 		$282K Buy
+5,600
New +$284K 0.21% 88

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prestige Wealth Management Group's FLOT Position: Q3 2019 in Review

Prestige Wealth Management Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2019, closing a stake of 9,262 shares — an estimated $472K sold.

Prestige Wealth Management Group first reported a position in FLOT in Q4 2018 and held it in 3 quarters. The position peaked at $472K in Q2 2019. 488 funds tracked by Wall St. Rank hold FLOT as of Q3 2019.

  • Prestige Wealth Management Group reported no remaining iShares Floating Rate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 9,262 iShares Floating Rate Bond ETF shares in Q3 2019, an estimated $472K.
  • Prestige Wealth Management Group first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 3 quarters.
  • Prestige Wealth Management Group's iShares Floating Rate Bond ETF position peaked at $472K in Q2 2019.
  • 488 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2019.

Based on Prestige Wealth Management Group's 13F filing for Q3 2019, filed 14 Nov 2019.