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Winch Advisory Services’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Winch Advisory Services’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
2019
Q1 		– Sell
-117,241
Closed -$5.9M – 380
2018
Q4 		$5.9M Buy
+117,241
New +$5.95M 3.28% 7

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winch Advisory Services's FLOT Position: Q1 2019 in Review

Winch Advisory Services sold out of iShares Floating Rate Bond ETF (FLOT) in Q1 2019, closing a stake of 117,241 shares — an estimated $5.9M sold.

Winch Advisory Services first reported a position in FLOT in Q4 2018 and held it in 1 quarter. The position peaked at $5.9M in Q4 2018. 546 funds tracked by Wall St. Rank hold FLOT as of Q1 2019.

  • Winch Advisory Services reported no remaining iShares Floating Rate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Winch Advisory Services sold 117,241 iShares Floating Rate Bond ETF shares in Q1 2019, an estimated $5.9M.
  • Winch Advisory Services first reported a position in iShares Floating Rate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Winch Advisory Services's iShares Floating Rate Bond ETF position peaked at $5.9M in Q4 2018.
  • 546 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2019.

Based on Winch Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.