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Empirical Finance’s Invesco Senior Loan ETF BKLN Stock Holding History

Empirical Finance’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
2018
Q3 		– Sell
-69,408
Closed -$1.59M – 155
2018
Q2 		$1.59M Buy
+69,408
New +$1.6M 0.4% 46

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CSIA
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AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Empirical Finance's BKLN Position: Q3 2018 in Review

Empirical Finance sold out of Invesco Senior Loan ETF (BKLN) in Q3 2018, closing a stake of 69,408 shares — an estimated $1.59M sold.

Empirical Finance first reported a position in BKLN in Q2 2018 and held it in 1 quarter. The position peaked at $1.59M in Q2 2018. 395 funds tracked by Wall St. Rank hold BKLN as of Q3 2018.

  • Empirical Finance reported no remaining Invesco Senior Loan ETF position as of Q3 2018 after selling out during the quarter.
  • Empirical Finance sold 69,408 Invesco Senior Loan ETF shares in Q3 2018, an estimated $1.59M.
  • Empirical Finance first reported a position in Invesco Senior Loan ETF in Q2 2018 and held it in 1 quarter.
  • Empirical Finance's Invesco Senior Loan ETF position peaked at $1.59M in Q2 2018.
  • 395 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2018.

Based on Empirical Finance's 13F filing for Q3 2018, filed 18 Oct 2018.