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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $222M AUM 13.65% 1-Year Est. Return