Clear Perspective Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Clear Perspective 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
2018 Q1	–	Sell	-101	Closed	-$2K	–	495
2017 Q4	$2K	Sell	101 -107	-51%	-$2.47K	﹤0.01%	426
2017 Q3	$5K	Buy	+208	New	+$4.82K	﹤0.01%	384

Other funds holding BKLN

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clear Perspective Advisors's BKLN Position: Q1 2018 in Review

Clear Perspective Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q1 2018, closing a stake of 101 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in BKLN in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 382 funds tracked by Wall St. Rank hold BKLN as of Q1 2018.

Clear Perspective Advisors reported no remaining Invesco Senior Loan ETF position as of Q1 2018 after selling out during the quarter.
Clear Perspective Advisors sold 101 Invesco Senior Loan ETF shares in Q1 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in Invesco Senior Loan ETF in Q3 2017 and held it in 2 quarters.
Clear Perspective Advisors's Invesco Senior Loan ETF position peaked at $5K in Q3 2017.
382 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2018.

Based on Clear Perspective Advisors's 13F filing for Q1 2018, filed 14 May 2018.