SP
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SWS Partners’s iShares Floating Rate Bond ETF FLOT Stock Holding History

SWS Partners’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
2018
Q1 		– Sell
-17
Closed -$1K – 393
2017
Q4 		$1K Buy
+17
New +$865 ﹤0.01% 380

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

SWS Partners's FLOT Position: Q1 2018 in Review

SWS Partners sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2018, closing a stake of 17 shares — an estimated $1K sold.

SWS Partners first reported a position in FLOT in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 441 funds tracked by Wall St. Rank hold FLOT as of Q1 2018.

  • SWS Partners reported no remaining iShares Floating Rate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • SWS Partners sold 17 iShares Floating Rate Bond ETF shares in Q1 2018, an estimated $1K.
  • SWS Partners first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and held it in 1 quarter.
  • SWS Partners's iShares Floating Rate Bond ETF position peaked at $1K in Q4 2017.
  • 441 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.