Global Atlantic Investment Advisors, LLC Q2 2016 vs. Q3 2016 Holdings Analysis
Ava Hoppe | 6 May, 2023
The investment world is constantly evolving, and investment advisors must keep up with their clients' needs and the ever-changing financial landscape. One tool that investment advisors use to monitor their investments is a quarterly SEC filing called Form 13F. This filing requires institutional investment managers with over $100 million in assets under management to disclose their holdings of publicly-traded securities.
Today, we'll take a closer look at the Q2 2016 vs. Q3 2016 13F holdings comparison of Global Atlantic Investment Advisors, LLC. Disclaimer: the following analysis is based on a table we found online, and we do not have any business affiliation with Global Atlantic Investment Advisors, LLC nor are we authorized to disclose any private information regarding their portfolio.
After analyzing the holdings comparison data, we found that Global Atlantic Investment Advisors, LLC made changes to their portfolio that reflect their strategic investment decisions.
Among the significant changes, we note a decrease of 1.6% in their holdings of ISHARES TR EFA. As a reminder, ISHARES TR is a fund that seeks to track the performance of MSCI EAFE. Despite the decrease, it's important to note that EFA remained a top holding of Global Atlantic Investment Advisors, LLC. The fund ranks as the third-largest holding in their portfolio, with over one million shares worth approximately $76 million.
However, not all changes were negative. We note a slight increase of 3.5% in their ISHARES TR AGG holdings. This fund seeks to track the performance of the Bloomberg Barclays U.S. Aggregate Bond Index. After the increase, AGG became the second-largest holding of Global Atlantic Investment Advisors, LLC. They now hold approximately $99 million worth of AGG shares.
Another notable increase worth mentioning is in their ISHARES TR IGIB holdings. This is an investment-grade corporate bond ETF. Its objective is to track the performance of the ICE BofAML 1-5 Year US Corporate Index. Global Atlantic Investment Advisors, LLC increased their holdings of this fund by 3.5%, reflecting their optimism in the bond market.
Global Atlantic Investment Advisors, LLC also increased their holdings of ISHARES TR FLOT by 3.7%. This fund seeks to track the performance of the Bloomberg Barclays US Floating Rate Note < 5 Years Index. With a total of 617,070 shares worth approximately $31 million, FLOT ranks as the ninth-largest holding in their portfolio.
In conclusion, the Q2 2016 vs. Q3 2016 13F holdings comparison of Global Atlantic Investment Advisors, LLC shows that the investment management firm made changes in their portfolio that reflect their strategy. They decreased their holdings in one of their top holdings but increased their holdings in three other funds. Such changes indicate that their investment decisions are based on their projection of the market and the specific funds' performance.
Other Posts
- Nationwide Fund Advisors Q4 2022 vs. Q1 2023 13F Holdings Comparison
- Steginsky Capital LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Cohen Klingenstein LLC Q1 2023 vs. Q2 2023: Analyzing Changes in 13F Holdings
- Adviser Investments LLC Q2 2023 vs. Q3 2023: A Deep Dive into Holdings Comparison
- Sustainable Solution to Plastic Pollution Crisis: TLGY Acquisition Corporation's Business Combination with Verde Bioresins
- Navigating Market Shifts: How Baugh & Associates Adjusted Their Portfolio from 2023 to 2024
- The Shift in Ratan Capital Management LP's Holdings Q3 to Q4 2022
- Revealing PL Capital Advisors, LLC's Q4 2022 vs. Q1 2023 13F Holdings Comparison: Winners and Losers in the Financial Sector
- Vista Private Wealth Partners, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Keel Point, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison