SFM
FLTR icon

Signet Financial Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Signet Financial Management’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
2018
Q4 		– Sell
-4,822
Closed -$122K – 433
2018
Q3 		$122K Hold
4,822
– – 0.02% 284
2018
Q2 		$122K Hold
4,822
– – 0.02% 286
2018
Q1 		$122K Buy
+4,822
New +$122K 0.02% 262

Other funds holding FLTR

DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signet Financial Management's FLTR Position: Q4 2018 in Review

Signet Financial Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2018, closing a stake of 4,822 shares — an estimated $122K sold.

Signet Financial Management first reported a position in FLTR in Q1 2018 and held it in 3 quarters. The position peaked at $122K in Q3 2018. 80 funds tracked by Wall St. Rank hold FLTR as of Q4 2018.

  • Signet Financial Management reported no remaining VanEck IG Floating Rate ETF position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 4,822 VanEck IG Floating Rate ETF shares in Q4 2018, an estimated $122K.
  • Signet Financial Management first reported a position in VanEck IG Floating Rate ETF in Q1 2018 and held it in 3 quarters.
  • Signet Financial Management's VanEck IG Floating Rate ETF position peaked at $122K in Q3 2018.
  • 80 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.