Crow Point Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Crow Point Partners’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
2017 Q3	–	Sell	-21,198	Closed	-$1M	–	279
2017 Q2	$1M	Sell	21,198 -1,560	-7%	-$74K	0.17%	54
2017 Q1	$1.08M	Buy	22,758 +15,425	+210%	+$732K	0.17%	63
2016 Q4	$348K	Buy	7,333 +5,833	+389%	+$276K	0.06%	102
2016 Q3	$71K	Buy	+1,500	New	+$70.6K	0.01%	232

Other funds holding SRLN

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Crow Point Partners's SRLN Position: Q3 2017 in Review

Crow Point Partners sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2017, closing a stake of 21,198 shares — an estimated $1M sold.

Crow Point Partners first reported a position in SRLN in Q3 2016 and held it in 4 quarters. The position peaked at $1.08M in Q1 2017. 143 funds tracked by Wall St. Rank hold SRLN as of Q3 2017.

Crow Point Partners reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2017 after selling out during the quarter.
Crow Point Partners sold 21,198 State Street Blackstone Senior Loan ETF shares in Q3 2017, an estimated $1M.
Crow Point Partners first reported a position in State Street Blackstone Senior Loan ETF in Q3 2016 and held it in 4 quarters.
Crow Point Partners's State Street Blackstone Senior Loan ETF position peaked at $1.08M in Q1 2017.
143 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2017.

Based on Crow Point Partners's 13F filing for Q3 2017, filed 5 Oct 2017.