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Stratford Consulting’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Stratford Consulting’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
Q1 		– Sell
-6,272
Closed -$316K – 59
2018
Q4 		$316K Buy
+6,272
New +$318K 0.13% 42

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Envestnet Asset Management
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Ameriprise
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US Bancorp
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stratford Consulting's FLOT Position: Q1 2019 in Review

Stratford Consulting sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2019, closing a stake of 6,272 shares — an estimated $316K sold.

Stratford Consulting first reported a position in FLOT in Q4 2018 and held it in 1 quarter. The position peaked at $316K in Q4 2018. 546 funds tracked by Wall St. Rank hold FLOT as of Q1 2019.

  • Stratford Consulting reported no remaining iShares Floating Rate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Stratford Consulting sold 6,272 iShares Floating Rate Bond ETF shares in Q1 2019, an estimated $316K.
  • Stratford Consulting first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Stratford Consulting's iShares Floating Rate Bond ETF position peaked at $316K in Q4 2018.
  • 546 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2019.

Based on Stratford Consulting's 13F filing for Q1 2019, filed 8 May 2019.