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Brandywine Oak Private Wealth’s Invesco Senior Loan ETF BKLN Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-7,421
Closed -$161K – 265
2018
Q4 		$161K Buy
+7,421
New +$169K 0.04% 224

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CSIA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brandywine Oak Private Wealth's BKLN Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco Senior Loan ETF (BKLN) in Q1 2019, closing a stake of 7,421 shares — an estimated $161K sold.

Brandywine Oak Private Wealth first reported a position in BKLN in Q4 2018 and held it in 1 quarter. The position peaked at $161K in Q4 2018. 366 funds tracked by Wall St. Rank hold BKLN as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco Senior Loan ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 7,421 Invesco Senior Loan ETF shares in Q1 2019, an estimated $161K.
  • Brandywine Oak Private Wealth first reported a position in Invesco Senior Loan ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco Senior Loan ETF position peaked at $161K in Q4 2018.
  • 366 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.