Whitener Capital Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Whitener Capital Management’s Portfolio FLRN Stock Details FLRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-354	Closed	-$10K	–	445
2018 Q3	$10K	Buy	+354	New	+$10.9K	0.01%	331
2018 Q2	–	Sell	-354	Closed	-$10K	–	212
2018 Q1	$10K	Hold	354	–	–	0.01%	331
2017 Q4	$10K	Buy	+354	New	+$10.9K	0.01%	320

Other funds holding FLRN

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Whitener Capital Management's FLRN Position: Q4 2018 in Review

Whitener Capital Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2018, closing a stake of 354 shares — an estimated $10K sold.

Whitener Capital Management first reported a position in FLRN in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 287 funds tracked by Wall St. Rank hold FLRN as of Q4 2018.

Whitener Capital Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2018 after selling out during the quarter.
Whitener Capital Management sold 354 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2018, an estimated $10K.
Whitener Capital Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2017 and held it in 3 quarters.
Whitener Capital Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $10K in Q3 2018.
287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2018.

Based on Whitener Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.