AP
SNLN

Atwood & Palmer’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Atwood & Palmer’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,628
Closed -$67K – 437
2015
Q3 		$67K Buy
+3,628
New +$68.4K 0.01% 175

Other funds holding SNLN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Atwood & Palmer's SNLN Position: Q4 2015 in Review

Atwood & Palmer sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q4 2015, closing a stake of 3,628 shares — an estimated $67K sold.

Atwood & Palmer first reported a position in SNLN in Q3 2015 and held it in 1 quarter. The position peaked at $67K in Q3 2015. 26 funds tracked by Wall St. Rank hold SNLN as of Q4 2015.

  • Atwood & Palmer reported no remaining Highland/iBoxx Senior Loan ETF position as of Q4 2015 after selling out during the quarter.
  • Atwood & Palmer sold 3,628 Highland/iBoxx Senior Loan ETF shares in Q4 2015, an estimated $67K.
  • Atwood & Palmer first reported a position in Highland/iBoxx Senior Loan ETF in Q3 2015 and held it in 1 quarter.
  • Atwood & Palmer's Highland/iBoxx Senior Loan ETF position peaked at $67K in Q3 2015.
  • 26 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q4 2015.

Based on Atwood & Palmer's 13F filing for Q4 2015, filed 28 Jan 2016.