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

Apriem 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
2018 Q3	–	Sell	-2,100	Closed	-$99K	–	345
2018 Q2	$99K	Buy	+2,100	New	+$99.3K	0.02%	179
2017 Q2	–	Sell	-550	Closed	-$26K	–	484
2017 Q1	$26K	Hold	550	–	–	0.01%	309
2016 Q4	$26K	Buy	+550	New	+$26K	0.01%	313

Other funds holding SRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Apriem Advisors's SRLN Position: Q3 2018 in Review

Apriem Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2018, closing a stake of 2,100 shares — an estimated $99K sold.

Apriem Advisors first reported a position in SRLN in Q4 2016 and held it in 3 quarters. The position peaked at $99K in Q2 2018. 233 funds tracked by Wall St. Rank hold SRLN as of Q3 2018.

Apriem Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 2,100 State Street Blackstone Senior Loan ETF shares in Q3 2018, an estimated $99K.
Apriem Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2016 and held it in 3 quarters.
Apriem Advisors's State Street Blackstone Senior Loan ETF position peaked at $99K in Q2 2018.
233 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.