EC
SNLN

Estate Counselors’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Estate Counselors’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
2016
Q1 		– Sell
-24,000
Closed -$433K – 75
2015
Q4 		$433K Buy
+24,000
New +$438K 0.18% 60
2015
Q1 		– Sell
-23,000
Closed -$442K – 65
2014
Q4 		$442K Buy
+23,000
New +$447K 0.16% 48

Other funds holding SNLN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return