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Clean Yield Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Clean Yield Group’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
2016
Q4 		– Sell
-290
Closed -$7K – 149
2016
Q3 		$7K Hold
290
– – ﹤0.01% 295
2016
Q2 		$7K Hold
290
– – ﹤0.01% 267
2016
Q1 		$7K Buy
+290
New +$6.46K ﹤0.01% 258
2015
Q2 		– Sell
-290
Closed -$7K – 138
2015
Q1 		$7K Buy
+290
New +$6.97K ﹤0.01% 298

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return