Bruderman Asset Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Bruderman Asset Management’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	-10,632	Closed	-$496K	–	98
2019 Q4	$496K	Buy	10,632 +1,434	+16%	+$66.1K	0.15%	83
2019 Q3	$422K	Buy	+9,198	New	+$424K	0.11%	90
2019 Q2	–	Sell	-894	Closed	-$41K	–	496
2019 Q1	$41K	Buy	+894	New	+$41.1K	0.01%	291

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

Bruderman Asset Management's SRLN Position: Q1 2020 in Review

Bruderman Asset Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2020, closing a stake of 10,632 shares — an estimated $496K sold.

Bruderman Asset Management first reported a position in SRLN in Q1 2019 and held it in 3 quarters. The position peaked at $496K in Q4 2019. 192 funds tracked by Wall St. Rank hold SRLN as of Q1 2020.

Bruderman Asset Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2020 after selling out during the quarter.
Bruderman Asset Management sold 10,632 State Street Blackstone Senior Loan ETF shares in Q1 2020, an estimated $496K.
Bruderman Asset Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2019 and held it in 3 quarters.
Bruderman Asset Management's State Street Blackstone Senior Loan ETF position peaked at $496K in Q4 2019.
192 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2020.

Based on Bruderman Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.