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Alera Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Alera Investment Advisors’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-91
Closed -$2K – 189
2019
Q1 		$2K Buy
+91
New +$2.06K ﹤0.01% 791

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Morgan Stanley
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Neuberger Berman Group
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Bank of America
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Alera Investment Advisors's BKLN Position: Q2 2019 in Review

Alera Investment Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2019, closing a stake of 91 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in BKLN in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 349 funds tracked by Wall St. Rank hold BKLN as of Q2 2019.

  • Alera Investment Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 91 Invesco Senior Loan ETF shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Invesco Senior Loan ETF in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Invesco Senior Loan ETF position peaked at $2K in Q1 2019.
  • 349 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.