APSP
SRLN icon

Asset Planning Services (Pennsylvania)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-7
Closed -$325 – 280
2018
Q3 		$0 Hold
7
– – ﹤0.01% 283
2018
Q2 		$0 Hold
7
– – ﹤0.01% 281
2018
Q1 		$0 Buy
+7
New +$332 ﹤0.01% 287

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SRLN Position: Q4 2018 in Review

Asset Planning Services (Pennsylvania) sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2018, closing a stake of 7 shares — an estimated $325 sold.

Asset Planning Services (Pennsylvania) first reported a position in SRLN in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 231 funds tracked by Wall St. Rank hold SRLN as of Q4 2018.

  • Asset Planning Services (Pennsylvania) reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2018 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 7 State Street Blackstone Senior Loan ETF shares in Q4 2018, an estimated $325.
  • Asset Planning Services (Pennsylvania) first reported a position in State Street Blackstone Senior Loan ETF in Q1 2018 and held it in 3 quarters.
  • Asset Planning Services (Pennsylvania)'s State Street Blackstone Senior Loan ETF position peaked at $0 in Q3 2018.
  • 231 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2018, filed 14 Feb 2019.