Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RMAM
Raab & Moskowitz Asset Management’s
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
Stock Holding History
Raab & Moskowitz Asset Management’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
2020
Q1
–
Sell
-71,751
Closed
-$2.2M
–
268
2019
Q4
$2.2M
Buy
71,751
+198
+0.3%
+$6.08K
0.87%
40
2019
Q3
$2.2M
Buy
71,553
+7,740
+12%
+$238K
0.96%
40
2019
Q2
$1.96M
Buy
63,813
+692
+1%
+$21.2K
0.87%
42
2019
Q1
$1.94M
Buy
63,121
+8,361
+15%
+$256K
0.88%
42
2018
Q4
$1.66M
Buy
54,760
+20,518
+60%
+$628K
0.82%
46
2018
Q3
$1.05M
Buy
34,242
+24,951
+269%
+$767K
0.44%
66
2018
Q2
$285K
Buy
+9,291
New
+$286K
0.14%
128
Other funds holding FLRN
APP
Avantax Planning Partners
Dubuque, Iowa
$3.64B AUM
14.73%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
KeyBank National Association
Cleveland, Ohio
$27.4B AUM
24.17%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MA
MCF Advisors
Covington, Kentucky
$2.28B AUM
14.87%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close