Rehmann Capital Advisory Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Rehmann Capital Advisory Group’s Portfolio FLTR Stock Details FLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,604	Closed	-$217K	–	490
2020 Q3	$217K	Buy	8,604 +24	+0.3%	+$604	0.03%	387
2020 Q2	$215K	Buy	8,580 +45	+0.5%	+$1.11K	0.03%	385
2020 Q1	$202K	Buy	+8,535	New	+$211K	0.03%	361
2019 Q3	–	Sell	-6,395	Closed	-$161K	–	1816
2019 Q2	$161K	Buy	6,395 +55	+0.9%	+$1.39K	0.02%	477
2019 Q1	$160K	Buy	+6,340	New	+$158K	0.02%	460
2018 Q4	–	Sell	-6,243	Closed	-$158K	–	1924
2018 Q3	$158K	Buy	6,243 +43	+0.7%	+$1.09K	0.02%	469
2018 Q2	$157K	Buy	6,200 +38	+0.6%	+$961	0.02%	442
2018 Q1	$156K	Buy	+6,162	New	+$156K	0.02%	436

Other funds holding FLTR

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Rehmann Capital Advisory Group's FLTR Position: Q4 2020 in Review

Rehmann Capital Advisory Group sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2020, closing a stake of 8,604 shares — an estimated $217K sold.

Rehmann Capital Advisory Group first reported a position in FLTR in Q1 2018 and held it in 8 quarters. The position peaked at $217K in Q3 2020. 85 funds tracked by Wall St. Rank hold FLTR as of Q4 2020.

Rehmann Capital Advisory Group reported no remaining VanEck IG Floating Rate ETF position as of Q4 2020 after selling out during the quarter.
Rehmann Capital Advisory Group sold 8,604 VanEck IG Floating Rate ETF shares in Q4 2020, an estimated $217K.
Rehmann Capital Advisory Group first reported a position in VanEck IG Floating Rate ETF in Q1 2018 and held it in 8 quarters.
Rehmann Capital Advisory Group's VanEck IG Floating Rate ETF position peaked at $217K in Q3 2020.
85 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2020.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2020, filed 19 Feb 2021.