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Clear Investment Research’s Invesco Senior Loan ETF BKLN Stock Holding History

Clear Investment Research’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
2019
Q3 		– Sell
-3
Closed – – 245
2019
Q2 		$0 Sell
3
-5
-63% -$114 ﹤0.01% 245
2019
Q1 		$0 Buy
8
+6
+300% +$136 ﹤0.01% 235
2018
Q4 		$0 Buy
+2
New +$46 ﹤0.01% 227

Other funds holding BKLN

PP
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Clear Investment Research's BKLN Position: Q3 2019 in Review

Clear Investment Research sold out of Invesco Senior Loan ETF (BKLN) in Q3 2019, closing a stake of 3 shares.

Clear Investment Research first reported a position in BKLN in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q2 2019. 341 funds tracked by Wall St. Rank hold BKLN as of Q3 2019.

  • Clear Investment Research reported no remaining Invesco Senior Loan ETF position as of Q3 2019 after selling out during the quarter.
  • Clear Investment Research sold 3 Invesco Senior Loan ETF shares in Q3 2019.
  • Clear Investment Research first reported a position in Invesco Senior Loan ETF in Q4 2018 and held it in 3 quarters.
  • Clear Investment Research's Invesco Senior Loan ETF position peaked at $0 in Q2 2019.
  • 341 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2019.

Based on Clear Investment Research's 13F filing for Q3 2019, filed 15 Oct 2019.