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Avantax Planning Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Avantax Planning Partners’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
-279
Closed -$13K – 1068
2018
Q3 		$13K Buy
+279
New +$13.2K ﹤0.01% 817

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

Avantax Planning Partners's SRLN Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2018, closing a stake of 279 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in SRLN in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 231 funds tracked by Wall St. Rank hold SRLN as of Q4 2018.

  • Avantax Planning Partners reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 279 State Street Blackstone Senior Loan ETF shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in State Street Blackstone Senior Loan ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's State Street Blackstone Senior Loan ETF position peaked at $13K in Q3 2018.
  • 231 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.