Efficient Market Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Efficient Market Advisors’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 Q1	$3.17M	Sell	66,746 -11,229	-14%	-$533K	0.44%	21
2016 Q4	$3.7M	Sell	77,975 -1,078	-1%	-$51K	0.55%	21
2016 Q3	$3.74M	Sell	79,053 -9,202	-10%	-$433K	0.57%	20
2016 Q2	$4.13M	Sell	88,255 -7,533	-8%	-$352K	0.68%	20
2016 Q1	$4.45M	Sell	95,788 -2,615	-3%	-$120K	0.77%	21
2015 Q4	$4.54M	Buy	98,403 +32,402	+49%	+$1.52M	0.97%	20
2015 Q3	$3.15M	Sell	66,001 -142	-0.2%	-$6.9K	0.75%	21
2015 Q2	$3.26M	Buy	66,143 +3,972	+6%	+$196K	0.76%	22
2015 Q1	$3.06M	Sell	62,171 -3,936	-6%	-$193K	0.7%	23
2014 Q4	$3.22M	Buy	66,107 +43,280	+190%	+$2.12M	0.79%	21
2014 Q3	$1.12M	Buy	+22,827	New	+$1.13M	0.3%	28

Other funds holding SRLN

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

PWAG

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

Efficient Market Advisors's SRLN Position: Q1 2017 in Review

Efficient Market Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 14% in Q1 2017, selling an estimated $533K and leaving 66,746 shares worth $3.17M. The position accounts for 0.44% of the portfolio, ranked #21.

Efficient Market Advisors first reported a position in SRLN in Q3 2014 and has held it in 11 quarters since. The position peaked at $4.54M in Q4 2015. 140 funds tracked by Wall St. Rank hold SRLN as of Q1 2017.

Efficient Market Advisors held 66,746 shares of State Street Blackstone Senior Loan ETF worth $3.17M as of Q1 2017.
Efficient Market Advisors sold 11,229 State Street Blackstone Senior Loan ETF shares in Q1 2017, an estimated $533K.
State Street Blackstone Senior Loan ETF made up 0.44% of Efficient Market Advisors's portfolio in Q1 2017, its #21 holding.
Efficient Market Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2014 and has held it in 11 quarters since.
Efficient Market Advisors's State Street Blackstone Senior Loan ETF position peaked at $4.54M in Q4 2015.
140 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.