Vontobel Swiss Wealth Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio FLTR Stock Details FLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-9,000	Closed	-$227K	–	99
2019 Q3	$227K	Hold	9,000	–	–	0.15%	98
2019 Q2	$227K	Hold	9,000	–	–	0.12%	112
2019 Q1	$227K	Hold	9,000	–	–	0.25%	53
2018 Q4	$222K	Hold	9,000	–	–	0.17%	71
2018 Q3	$228K	Buy	+9,000	New	+$228K	0.13%	80

Other funds holding FLTR

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

ATFA

All Terrain Financial Advisors Coon Rapids, Minnesota $425M AUM 16.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's FLTR Position: Q4 2019 in Review

Vontobel Swiss Wealth Advisors sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2019, closing a stake of 9,000 shares — an estimated $227K sold.

Vontobel Swiss Wealth Advisors first reported a position in FLTR in Q3 2018 and held it in 5 quarters. The position peaked at $228K in Q3 2018. 100 funds tracked by Wall St. Rank hold FLTR as of Q4 2019.

Vontobel Swiss Wealth Advisors reported no remaining VanEck IG Floating Rate ETF position as of Q4 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 9,000 VanEck IG Floating Rate ETF shares in Q4 2019, an estimated $227K.
Vontobel Swiss Wealth Advisors first reported a position in VanEck IG Floating Rate ETF in Q3 2018 and held it in 5 quarters.
Vontobel Swiss Wealth Advisors's VanEck IG Floating Rate ETF position peaked at $228K in Q3 2018.
100 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.