9258 Wealth Management’s THL CREDIT SENIOR LOAN FUND TSLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-30,146
Closed -$361K 288
2020
Q1
$361K Sell
30,146
-3,223
-10% -$46K 0.16% 156
2019
Q4
$506K Sell
33,369
-2,795
-8% -$40.9K 0.19% 143
2019
Q3
$543K Sell
36,164
-2,183
-6% -$32.5K 0.42% 80
2019
Q2
$585K Sell
38,347
-3,443
-8% -$53.5K 0.47% 70
2019
Q1
$641K Buy
41,790
+13
+0% +$201 0.54% 64
2018
Q4
$621K Buy
+41,777
New +$663K 0.6% 58

9258 Wealth Management's TSLF Position: Q2 2020 in Review

9258 Wealth Management sold out of THL CREDIT SENIOR LOAN FUND (TSLF) in Q2 2020, closing a stake of 30,146 shares — an estimated $361K sold.

9258 Wealth Management first reported a position in TSLF in Q4 2018 and held it in 6 quarters. The position peaked at $641K in Q1 2019. 0 funds tracked by Wall St. Rank hold TSLF as of Q2 2020.

  • 9258 Wealth Management reported no remaining THL CREDIT SENIOR LOAN FUND position as of Q2 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 30,146 THL CREDIT SENIOR LOAN FUND shares in Q2 2020, an estimated $361K.
  • 9258 Wealth Management first reported a position in THL CREDIT SENIOR LOAN FUND in Q4 2018 and held it in 6 quarters.
  • 9258 Wealth Management's THL CREDIT SENIOR LOAN FUND position peaked at $641K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held THL CREDIT SENIOR LOAN FUND as of Q2 2020.

Based on 9258 Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.