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Ropes Wealth Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Ropes Wealth Advisors’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
Q2 		– Sell
-868
Closed -$44K – 564
2019
Q1 		$44K Buy
+868
New +$44K 0.01% 346

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ropes Wealth Advisors's FLOT Position: Q2 2019 in Review

Ropes Wealth Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2019, closing a stake of 868 shares — an estimated $44K sold.

Ropes Wealth Advisors first reported a position in FLOT in Q1 2019 and held it in 1 quarter. The position peaked at $44K in Q1 2019. 520 funds tracked by Wall St. Rank hold FLOT as of Q2 2019.

  • Ropes Wealth Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 868 iShares Floating Rate Bond ETF shares in Q2 2019, an estimated $44K.
  • Ropes Wealth Advisors first reported a position in iShares Floating Rate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares Floating Rate Bond ETF position peaked at $44K in Q1 2019.
  • 520 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2019.

Based on Ropes Wealth Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.