SIM
USFR

Sonora Investment Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Sonora Investment Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-65
Closed -$2K – 1959
2020
Q1 		$2K Buy
+65
New +$2K ﹤0.01% 1531

Other funds holding USFR

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MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Sonora Investment Management's USFR Position: Q2 2020 in Review

Sonora Investment Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2020, closing a stake of 65 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in USFR in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 141 funds tracked by Wall St. Rank hold USFR as of Q2 2020.

  • Sonora Investment Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 65 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2020, an estimated $2K.
  • Sonora Investment Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2020 and held it in 1 quarter.
  • Sonora Investment Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $2K in Q1 2020.
  • 141 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.