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Taylor Hoffman Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Taylor Hoffman Wealth Management’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
Q2 		– Sell
-369
Closed -$19K – 411
2018
Q1 		$19K Hold
369
– – 0.02% 240
2017
Q4 		$19K Buy
+369
New +$18.8K 0.02% 247

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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

Taylor Hoffman Wealth Management's FLOT Position: Q2 2018 in Review

Taylor Hoffman Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2018, closing a stake of 369 shares — an estimated $19K sold.

Taylor Hoffman Wealth Management first reported a position in FLOT in Q4 2017 and held it in 2 quarters. The position peaked at $19K in Q1 2018. 473 funds tracked by Wall St. Rank hold FLOT as of Q2 2018.

  • Taylor Hoffman Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 369 iShares Floating Rate Bond ETF shares in Q2 2018, an estimated $19K.
  • Taylor Hoffman Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Taylor Hoffman Wealth Management's iShares Floating Rate Bond ETF position peaked at $19K in Q1 2018.
  • 473 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.