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Braun-Bostich & Associates’s Invesco Senior Loan ETF BKLN Stock Holding History

Braun-Bostich & Associates’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
2018
Q4 		– Sell
-863
Closed -$20K – 316
2018
Q3 		$20K Sell
863
-1,388
-62% -$32K 0.02% 232
2018
Q2 		$52K Sell
2,251
-8,481
-79% -$196K 0.05% 176
2018
Q1 		$248K Sell
10,732
-10,669
-50% -$247K 0.21% 101
2017
Q4 		$493K Buy
+21,401
New +$494K 0.42% 71

Other funds holding BKLN

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Braun-Bostich & Associates's BKLN Position: Q4 2018 in Review

Braun-Bostich & Associates sold out of Invesco Senior Loan ETF (BKLN) in Q4 2018, closing a stake of 863 shares — an estimated $20K sold.

Braun-Bostich & Associates first reported a position in BKLN in Q4 2017 and held it in 4 quarters. The position peaked at $493K in Q4 2017. 378 funds tracked by Wall St. Rank hold BKLN as of Q4 2018.

  • Braun-Bostich & Associates reported no remaining Invesco Senior Loan ETF position as of Q4 2018 after selling out during the quarter.
  • Braun-Bostich & Associates sold 863 Invesco Senior Loan ETF shares in Q4 2018, an estimated $20K.
  • Braun-Bostich & Associates first reported a position in Invesco Senior Loan ETF in Q4 2017 and held it in 4 quarters.
  • Braun-Bostich & Associates's Invesco Senior Loan ETF position peaked at $493K in Q4 2017.
  • 378 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2018.

Based on Braun-Bostich & Associates's 13F filing for Q4 2018, filed 8 Feb 2019.