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Accurate Investment Solutions’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Accurate Investment Solutions’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
2018
Q3 		– Sell
-44
Closed -$2K – 500
2018
Q2 		$2K Hold
44
– – ﹤0.01% 425
2018
Q1 		$2K Hold
44
– – ﹤0.01% 414
2017
Q4 		$2K Hold
44
– – ﹤0.01% 409
2017
Q3 		$2K Buy
+44
New +$2.08K ﹤0.01% 415

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Accurate Investment Solutions's SRLN Position: Q3 2018 in Review

Accurate Investment Solutions sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2018, closing a stake of 44 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in SRLN in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 233 funds tracked by Wall St. Rank hold SRLN as of Q3 2018.

  • Accurate Investment Solutions reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 44 State Street Blackstone Senior Loan ETF shares in Q3 2018, an estimated $2K.
  • Accurate Investment Solutions first reported a position in State Street Blackstone Senior Loan ETF in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's State Street Blackstone Senior Loan ETF position peaked at $2K in Q2 2018.
  • 233 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.