CFIA
BKLN icon

Cantor Fitzgerald Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Cantor Fitzgerald Investment 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
2017
Q3 		– Sell
-1,280,508
Closed -$29.6M – 53
2017
Q2 		$29.6M Buy
+1,280,508
New +$29.8M 3.66% 14

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's BKLN Position: Q3 2017 in Review

Cantor Fitzgerald Investment Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q3 2017, closing a stake of 1,280,508 shares — an estimated $29.6M sold.

Cantor Fitzgerald Investment Advisors first reported a position in BKLN in Q2 2017 and held it in 1 quarter. The position peaked at $29.6M in Q2 2017. 365 funds tracked by Wall St. Rank hold BKLN as of Q3 2017.

  • Cantor Fitzgerald Investment Advisors reported no remaining Invesco Senior Loan ETF position as of Q3 2017 after selling out during the quarter.
  • Cantor Fitzgerald Investment Advisors sold 1,280,508 Invesco Senior Loan ETF shares in Q3 2017, an estimated $29.6M.
  • Cantor Fitzgerald Investment Advisors first reported a position in Invesco Senior Loan ETF in Q2 2017 and held it in 1 quarter.
  • Cantor Fitzgerald Investment Advisors's Invesco Senior Loan ETF position peaked at $29.6M in Q2 2017.
  • 365 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2017.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q3 2017, filed 11 Oct 2017.