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Concert Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-513
Closed -$24K – 878
2016
Q3 		$24K Buy
+513
New +$24.1K ﹤0.01% 886

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Concert Wealth Management's SRLN Position: Q4 2016 in Review

Concert Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2016, closing a stake of 513 shares — an estimated $24K sold.

Concert Wealth Management first reported a position in SRLN in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 124 funds tracked by Wall St. Rank hold SRLN as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 513 State Street Blackstone Senior Loan ETF shares in Q4 2016, an estimated $24K.
  • Concert Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $24K in Q3 2016.
  • 124 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.