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Princeton Portfolio Strategies Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Princeton Portfolio Strategies Group’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-11,990
Closed -$368K – 174
2017
Q1 		$368K Buy
+11,990
New +$368K 0.11% 137

Other funds holding FLRN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Princeton Portfolio Strategies Group's FLRN Position: Q2 2017 in Review

Princeton Portfolio Strategies Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2017, closing a stake of 11,990 shares — an estimated $368K sold.

Princeton Portfolio Strategies Group first reported a position in FLRN in Q1 2017 and held it in 1 quarter. The position peaked at $368K in Q1 2017. 101 funds tracked by Wall St. Rank hold FLRN as of Q2 2017.

  • Princeton Portfolio Strategies Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2017 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 11,990 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2017, an estimated $368K.
  • Princeton Portfolio Strategies Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2017 and held it in 1 quarter.
  • Princeton Portfolio Strategies Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $368K in Q1 2017.
  • 101 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2017.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2017, filed 15 Aug 2017.