BA
BKLN icon

Belvedere Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Belvedere Advisors’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
2019
Q2 		– Sell
-2,340
Closed -$52K – 32
2019
Q1 		$52K Buy
+2,340
New +$52.9K 0.67% 31

Other funds holding BKLN

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Belvedere Advisors's BKLN Position: Q2 2019 in Review

Belvedere Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2019, closing a stake of 2,340 shares — an estimated $52K sold.

Belvedere Advisors first reported a position in BKLN in Q1 2019 and held it in 1 quarter. The position peaked at $52K in Q1 2019. 349 funds tracked by Wall St. Rank hold BKLN as of Q2 2019.

  • Belvedere Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
  • Belvedere Advisors sold 2,340 Invesco Senior Loan ETF shares in Q2 2019, an estimated $52K.
  • Belvedere Advisors first reported a position in Invesco Senior Loan ETF in Q1 2019 and held it in 1 quarter.
  • Belvedere Advisors's Invesco Senior Loan ETF position peaked at $52K in Q1 2019.
  • 349 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.