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Regal Investment Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Regal Investment Advisors’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
2015
Q2 		– Sell
-13,582
Closed -$415K – 962
2015
Q1 		$415K Sell
13,582
-736
-5% -$22.5K 0.1% 168
2014
Q4 		$436K Buy
14,318
+6,705
+88% +$205K 0.12% 153
2014
Q3 		$233K Buy
+7,613
New +$233K 0.07% 208

Other funds holding FLRN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Regal Investment Advisors's FLRN Position: Q2 2015 in Review

Regal Investment Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2015, closing a stake of 13,582 shares — an estimated $415K sold.

Regal Investment Advisors first reported a position in FLRN in Q3 2014 and held it in 3 quarters. The position peaked at $436K in Q4 2014. 37 funds tracked by Wall St. Rank hold FLRN as of Q2 2015.

  • Regal Investment Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 13,582 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2015, an estimated $415K.
  • Regal Investment Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2014 and held it in 3 quarters.
  • Regal Investment Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $436K in Q4 2014.
  • 37 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.