AWA
SNLN

Acorn Wealth Advisors’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Acorn Wealth Advisors’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-208
Closed -$4K – 807
2018
Q1 		$4K Buy
+208
New +$3.81K ﹤0.01% 668

Other funds holding SNLN

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
DCM
Dearborn Capital Management Chicago, Illinois $41.6M AUM 2.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Acorn Wealth Advisors's SNLN Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q2 2018, closing a stake of 208 shares — an estimated $4K sold.

Acorn Wealth Advisors first reported a position in SNLN in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 67 funds tracked by Wall St. Rank hold SNLN as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Highland/iBoxx Senior Loan ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 208 Highland/iBoxx Senior Loan ETF shares in Q2 2018, an estimated $4K.
  • Acorn Wealth Advisors first reported a position in Highland/iBoxx Senior Loan ETF in Q1 2018 and held it in 1 quarter.
  • Acorn Wealth Advisors's Highland/iBoxx Senior Loan ETF position peaked at $4K in Q1 2018.
  • 67 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.