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

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $371M AUM 33.49% 1-Year Est. Return

Estate Counselors's SNLN Position: Q1 2016 in Review

Estate Counselors sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q1 2016, closing a stake of 24,000 shares — an estimated $433K sold.

Estate Counselors first reported a position in SNLN in Q4 2014 and held it in 2 quarters. The position peaked at $442K in Q4 2014. 24 funds tracked by Wall St. Rank hold SNLN as of Q1 2016.

  • Estate Counselors reported no remaining Highland/iBoxx Senior Loan ETF position as of Q1 2016 after selling out during the quarter.
  • Estate Counselors sold 24,000 Highland/iBoxx Senior Loan ETF shares in Q1 2016, an estimated $433K.
  • Estate Counselors first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2014 and held it in 2 quarters.
  • Estate Counselors's Highland/iBoxx Senior Loan ETF position peaked at $442K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q1 2016.

Based on Estate Counselors's 13F filing for Q1 2016, filed 9 May 2016.