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Coyle Financial Counsel’s Invesco Senior Loan ETF BKLN Stock Holding History

Coyle Financial Counsel’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
2014
Q1 		– Sell
-326,162
Closed -$8.12M – 41
2013
Q4 		$8.12M Buy
+326,162
New +$8.09M 11.23% 1

Other funds holding BKLN

AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Coyle Financial Counsel's BKLN Position: Q1 2014 in Review

Coyle Financial Counsel sold out of Invesco Senior Loan ETF (BKLN) in Q1 2014, closing a stake of 326,162 shares — an estimated $8.12M sold.

Coyle Financial Counsel first reported a position in BKLN in Q4 2013 and held it in 1 quarter. The position peaked at $8.12M in Q4 2013. 291 funds tracked by Wall St. Rank hold BKLN as of Q1 2014.

  • Coyle Financial Counsel reported no remaining Invesco Senior Loan ETF position as of Q1 2014 after selling out during the quarter.
  • Coyle Financial Counsel sold 326,162 Invesco Senior Loan ETF shares in Q1 2014, an estimated $8.12M.
  • Coyle Financial Counsel first reported a position in Invesco Senior Loan ETF in Q4 2013 and held it in 1 quarter.
  • Coyle Financial Counsel's Invesco Senior Loan ETF position peaked at $8.12M in Q4 2013.
  • 291 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2014.

Based on Coyle Financial Counsel's 13F filing for Q1 2014, filed 21 May 2014.