Zurich Insurance Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Zurich Insurance Group’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 Q4	–	Sell	-2,600	Closed	-$132K	–	328
2019 Q3	$132K	Hold	2,600	–	–	﹤0.01%	488
2019 Q2	$132K	Hold	2,600	–	–	﹤0.01%	421
2019 Q1	$132K	Hold	2,600	–	–	﹤0.01%	402
2018 Q4	$131K	Hold	2,600	–	–	﹤0.01%	414
2018 Q3	$133K	Hold	2,600	–	–	﹤0.01%	441
2018 Q2	$133K	Buy	+2,600	New	+$133K	﹤0.01%	443

Other funds holding FLOT

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Zurich Insurance Group's FLOT Position: Q4 2019 in Review

Zurich Insurance Group sold out of iShares Floating Rate Bond ETF (FLOT) in Q4 2019, closing a stake of 2,600 shares — an estimated $132K sold.

Zurich Insurance Group first reported a position in FLOT in Q2 2018 and held it in 6 quarters. The position peaked at $133K in Q3 2018. 535 funds tracked by Wall St. Rank hold FLOT as of Q4 2019.

Zurich Insurance Group reported no remaining iShares Floating Rate Bond ETF position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 2,600 iShares Floating Rate Bond ETF shares in Q4 2019, an estimated $132K.
Zurich Insurance Group first reported a position in iShares Floating Rate Bond ETF in Q2 2018 and held it in 6 quarters.
Zurich Insurance Group's iShares Floating Rate Bond ETF position peaked at $133K in Q3 2018.
535 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2019.

Based on Zurich Insurance Group's 13F filing for Q4 2019, filed 14 Feb 2020.