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Beese Fulmer Investment Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Beese Fulmer Investment Management’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-675
Closed -$14K – 238
2020
Q2 		$14K Buy
+675
New +$14.3K ﹤0.01% 443

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Beese Fulmer Investment Management's BKLN Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Invesco Senior Loan ETF (BKLN) in Q3 2020, closing a stake of 675 shares — an estimated $14K sold.

Beese Fulmer Investment Management first reported a position in BKLN in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 317 funds tracked by Wall St. Rank hold BKLN as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Invesco Senior Loan ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 675 Invesco Senior Loan ETF shares in Q3 2020, an estimated $14K.
  • Beese Fulmer Investment Management first reported a position in Invesco Senior Loan ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Invesco Senior Loan ETF position peaked at $14K in Q2 2020.
  • 317 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.