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Capstone Triton Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-612
Closed -$28K – 289
2020
Q4 		$28K Buy
+612
New +$27.5K 0.02% 246

Other funds holding SRLN

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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Capstone Triton Financial Group's SRLN Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2021, closing a stake of 612 shares — an estimated $28K sold.

Capstone Triton Financial Group first reported a position in SRLN in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 291 funds tracked by Wall St. Rank hold SRLN as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 612 State Street Blackstone Senior Loan ETF shares in Q1 2021, an estimated $28K.
  • Capstone Triton Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's State Street Blackstone Senior Loan ETF position peaked at $28K in Q4 2020.
  • 291 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.