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Vantage Investment Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Vantage Investment Advisors’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
2017
Q2 		– Sell
-54
Closed -$3K – 783
2017
Q1 		$3K Hold
54
– – ﹤0.01% 673
2016
Q4 		$3K Hold
54
– – ﹤0.01% 674
2016
Q3 		$3K Sell
54
-848
-94% -$43K ﹤0.01% 652
2016
Q2 		$11K Buy
+902
New +$45.5K ﹤0.01% 505

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vantage Investment Advisors's FLOT Position: Q2 2017 in Review

Vantage Investment Advisors sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2017, closing a stake of 54 shares — an estimated $3K sold.

Vantage Investment Advisors first reported a position in FLOT in Q2 2016 and held it in 4 quarters. The position peaked at $11K in Q2 2016. 325 funds tracked by Wall St. Rank hold FLOT as of Q2 2017.

  • Vantage Investment Advisors reported no remaining iShares Floating Rate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Vantage Investment Advisors sold 54 iShares Floating Rate Bond ETF shares in Q2 2017, an estimated $3K.
  • Vantage Investment Advisors first reported a position in iShares Floating Rate Bond ETF in Q2 2016 and held it in 4 quarters.
  • Vantage Investment Advisors's iShares Floating Rate Bond ETF position peaked at $11K in Q2 2016.
  • 325 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2017.

Based on Vantage Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.