American Economic Planning Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-15,756
Closed -$353K 58
2015
Q4
$353K Buy
+15,756
New +$359K 0.14% 33

Other funds holding BKLN

American Economic Planning Group's BKLN Position: Q1 2016 in Review

American Economic Planning Group sold out of Invesco Senior Loan ETF (BKLN) in Q1 2016, closing a stake of 15,756 shares — an estimated $353K sold.

American Economic Planning Group first reported a position in BKLN in Q4 2015 and held it in 1 quarter. The position peaked at $353K in Q4 2015. 260 funds tracked by Wall St. Rank hold BKLN as of Q1 2016.

  • American Economic Planning Group reported no remaining Invesco Senior Loan ETF position as of Q1 2016 after selling out during the quarter.
  • American Economic Planning Group sold 15,756 Invesco Senior Loan ETF shares in Q1 2016, an estimated $353K.
  • American Economic Planning Group first reported a position in Invesco Senior Loan ETF in Q4 2015 and held it in 1 quarter.
  • American Economic Planning Group's Invesco Senior Loan ETF position peaked at $353K in Q4 2015.
  • 260 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2016.

Based on American Economic Planning Group's 13F filing for Q1 2016, filed 2 May 2016.