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American Financial Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

American Financial Advisors’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
2019
Q2 		– Sell
-4,465
Closed -$205K – 102
2019
Q1 		$205K Sell
4,465
-164,838
-97% -$7.58M 0.04% 94
2018
Q4 		$7.57M Buy
+169,303
New +$7.87M 1.66% 22

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

American Financial Advisors's SRLN Position: Q2 2019 in Review

American Financial Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2019, closing a stake of 4,465 shares — an estimated $205K sold.

American Financial Advisors first reported a position in SRLN in Q4 2018 and held it in 2 quarters. The position peaked at $7.57M in Q4 2018. 216 funds tracked by Wall St. Rank hold SRLN as of Q2 2019.

  • American Financial Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
  • American Financial Advisors sold 4,465 State Street Blackstone Senior Loan ETF shares in Q2 2019, an estimated $205K.
  • American Financial Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and held it in 2 quarters.
  • American Financial Advisors's State Street Blackstone Senior Loan ETF position peaked at $7.57M in Q4 2018.
  • 216 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2019.

Based on American Financial Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.