Clearwater Capital Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Clearwater Capital Advisors’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
2019 Q1	–	Sell	-50,209	Closed	-$2.24M	–	197
2018 Q4	$2.24M	Buy	50,209 +38,716	+337%	+$1.8M	0.49%	65
2018 Q3	$544K	Buy	11,493 +3,806	+50%	+$179K	0.11%	136
2018 Q2	$361K	Buy	7,687 +700	+10%	+$33.1K	0.07%	144
2018 Q1	$331K	Buy	6,987 +320	+5%	+$15.2K	0.07%	147
2017 Q4	$315K	Buy	+6,667	New	+$315K	0.07%	141

Other funds holding SRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Clearwater Capital Advisors's SRLN Position: Q1 2019 in Review

Clearwater Capital Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2019, closing a stake of 50,209 shares — an estimated $2.24M sold.

Clearwater Capital Advisors first reported a position in SRLN in Q4 2017 and held it in 5 quarters. The position peaked at $2.24M in Q4 2018. 224 funds tracked by Wall St. Rank hold SRLN as of Q1 2019.

Clearwater Capital Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 50,209 State Street Blackstone Senior Loan ETF shares in Q1 2019, an estimated $2.24M.
Clearwater Capital Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2017 and held it in 5 quarters.
Clearwater Capital Advisors's State Street Blackstone Senior Loan ETF position peaked at $2.24M in Q4 2018.
224 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2019.

Based on Clearwater Capital Advisors's 13F filing for Q1 2019, filed 13 May 2019.