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WealthBridge Capital Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

WealthBridge Capital Management’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
Q2 		– Sell
-1,145
Closed -$29K – 368
2019
Q1 		$29K Hold
1,145
– – 0.02% 381
2018
Q4 		$28K Buy
+1,145
New +$28.7K 0.02% 347

Other funds holding FLTR

PWPS
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CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ATFA
All Terrain Financial Advisors Coon Rapids, Minnesota $425M AUM 16.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthBridge Capital Management's FLTR Position: Q2 2019 in Review

WealthBridge Capital Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2019, closing a stake of 1,145 shares — an estimated $29K sold.

WealthBridge Capital Management first reported a position in FLTR in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q1 2019. 86 funds tracked by Wall St. Rank hold FLTR as of Q2 2019.

  • WealthBridge Capital Management reported no remaining VanEck IG Floating Rate ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 1,145 VanEck IG Floating Rate ETF shares in Q2 2019, an estimated $29K.
  • WealthBridge Capital Management first reported a position in VanEck IG Floating Rate ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's VanEck IG Floating Rate ETF position peaked at $29K in Q1 2019.
  • 86 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.