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Econ Financial Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Econ Financial Services’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
2019
Q2 		$1.55M Buy
33,636
+1,917
+6% +$88.9K 2.15% 14
2019
Q1 		$1.46M Buy
31,719
+15,265
+93% +$702K 2.18% 16
2018
Q4 		$735K Buy
+16,454
New +$765K 1.12% 33

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Econ Financial Services's SRLN Position: Q2 2019 in Review

Econ Financial Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 6% in Q2 2019, buying an estimated $88.9K and bringing the position to 33,636 shares worth $1.55M. The position accounts for 2.15% of the portfolio, ranked #14.

Econ Financial Services first reported a position in SRLN in Q4 2018 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold SRLN as of Q2 2019.

  • Econ Financial Services held 33,636 shares of State Street Blackstone Senior Loan ETF worth $1.55M as of Q2 2019.
  • Econ Financial Services bought 1,917 State Street Blackstone Senior Loan ETF shares in Q2 2019, an estimated $88.9K.
  • State Street Blackstone Senior Loan ETF made up 2.15% of Econ Financial Services's portfolio in Q2 2019, its #14 holding.
  • Econ Financial Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.