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Crosspoint Capital Strategies’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Crosspoint Capital Strategies’s Portfolio FTSL Stock Details FTSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,902
Closed -$92K – 364
2015
Q4 		$92K Buy
+1,902
New +$90.8K 0.02% 352

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Bank of America
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3AM
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Crosspoint Capital Strategies's FTSL Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2016, closing a stake of 1,902 shares — an estimated $92K sold.

Crosspoint Capital Strategies first reported a position in FTSL in Q4 2015 and held it in 1 quarter. The position peaked at $92K in Q4 2015. 71 funds tracked by Wall St. Rank hold FTSL as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 1,902 First Trust Senior Loan Fund ETF shares in Q1 2016, an estimated $92K.
  • Crosspoint Capital Strategies first reported a position in First Trust Senior Loan Fund ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's First Trust Senior Loan Fund ETF position peaked at $92K in Q4 2015.
  • 71 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.