BlueSky Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

BlueSky Wealth Advisors’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
2020 Q1	–	Sell	-5,632	Closed	-$264K	–	62
2019 Q4	$264K	Sell	5,632 -496	-8%	-$22.9K	0.09%	57
2019 Q3	$280K	Buy	+6,128	New	+$283K	0.1%	56
2019 Q2	–	Sell	-14,696	Closed	-$681K	–	62
2019 Q1	$681K	Sell	14,696 -652	-4%	-$30K	0.25%	38
2018 Q4	$703K	Buy	+15,348	New	+$713K	0.27%	39

Other funds holding SRLN

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlueSky Wealth Advisors's SRLN Position: Q1 2020 in Review

BlueSky Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2020, closing a stake of 5,632 shares — an estimated $264K sold.

BlueSky Wealth Advisors first reported a position in SRLN in Q4 2018 and held it in 4 quarters. The position peaked at $703K in Q4 2018. 192 funds tracked by Wall St. Rank hold SRLN as of Q1 2020.

BlueSky Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2020 after selling out during the quarter.
BlueSky Wealth Advisors sold 5,632 State Street Blackstone Senior Loan ETF shares in Q1 2020, an estimated $264K.
BlueSky Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and held it in 4 quarters.
BlueSky Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $703K in Q4 2018.
192 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2020.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.