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BB&T Investment Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

BB&T Investment Services’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
2017
Q4 		$823K Buy
17,298
+14,289
+475% +$676K 0.14% 151
2017
Q3 		$142K Buy
3,009
+1,336
+80% +$63.3K 0.03% 309
2017
Q2 		$80K Buy
1,673
+981
+142% +$46.6K 0.02% 372
2017
Q1 		$33K Buy
+692
New +$32.9K 0.01% 455

Other funds holding SRLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

BB&T Investment Services's SRLN Position: Q4 2017 in Review

BB&T Investment Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 475% in Q4 2017, buying an estimated $676K and bringing the position to 17,298 shares worth $823K. The position accounts for 0.14% of the portfolio, ranked #151.

BB&T Investment Services first reported a position in SRLN in Q1 2017 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold SRLN as of Q4 2017.

  • BB&T Investment Services held 17,298 shares of State Street Blackstone Senior Loan ETF worth $823K as of Q4 2017.
  • BB&T Investment Services bought 14,289 State Street Blackstone Senior Loan ETF shares in Q4 2017, an estimated $676K.
  • State Street Blackstone Senior Loan ETF made up 0.14% of BB&T Investment Services's portfolio in Q4 2017, its #151 holding.
  • BB&T Investment Services first reported a position in State Street Blackstone Senior Loan ETF in Q1 2017 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.