DWM
SNLN

Doyle Wealth Management’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Doyle Wealth Management’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-220
Closed -$4K – 811
2019
Q2 		$4K Buy
+220
New +$3.9K ﹤0.01% 764
2019
Q1 		– Sell
-308
Closed -$5K – 804
2018
Q4 		$5K Buy
+308
New +$5.51K ﹤0.01% 735

Other funds holding SNLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return

Doyle Wealth Management's SNLN Position: Q3 2019 in Review

Doyle Wealth Management sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q3 2019, closing a stake of 220 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in SNLN in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 50 funds tracked by Wall St. Rank hold SNLN as of Q3 2019.

  • Doyle Wealth Management reported no remaining Highland/iBoxx Senior Loan ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 220 Highland/iBoxx Senior Loan ETF shares in Q3 2019, an estimated $4K.
  • Doyle Wealth Management first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Highland/iBoxx Senior Loan ETF position peaked at $5K in Q4 2018.
  • 50 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.