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DeGreen Capital Management’s Invesco Senior Loan ETF BKLN Stock Holding History

DeGreen Capital Management’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
2017
Q3 		– Sell
-315,789
Closed -$7.31K – 20
2017
Q2 		$7.31K Buy
315,789
+9,042
+3% +$210K 0.64% 14
2017
Q1 		$7.13M Sell
306,747
-1,057
-0.3% -$24.6K 4.15% 13
2016
Q4 		$7.19M Buy
307,804
+31,205
+11% +$724K 4.49% 12
2016
Q3 		$6.42M Buy
276,599
+46,472
+20% +$1.08M 4.73% 11
2016
Q2 		$5.29M Buy
230,127
+31,683
+16% +$727K 4.19% 11
2016
Q1 		$4.51M Buy
+198,444
New +$4.42M 3.9% 11

Other funds holding BKLN

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AB
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return