1 North Wealth Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

1 North Wealth Services’s Portfolio SRLN Stock Details SRLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$187K	Buy	+4,024	New	+$185K	0.12%	61

Other funds holding SRLN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

1 North Wealth Services's SRLN Position: Q4 2019 in Review

1 North Wealth Services opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q4 2019: 4,024 shares worth $187K. The stake represents 0.12% of the portfolio and ranks #61 among its holdings.

219 funds tracked by Wall St. Rank hold SRLN as of Q4 2019.

1 North Wealth Services held 4,024 shares of State Street Blackstone Senior Loan ETF worth $187K as of Q4 2019.
State Street Blackstone Senior Loan ETF was a new 1 North Wealth Services position in Q4 2019.
State Street Blackstone Senior Loan ETF made up 0.12% of 1 North Wealth Services's portfolio in Q4 2019, its #61 holding.
219 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.