EWM
SNLN

Evercore Wealth Management’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Evercore Wealth Management’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
-179
Closed -$3K – 1025
2015
Q4 		$3K Buy
+179
New +$3.27K ﹤0.01% 969

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 $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
RJA
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
CA
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

Evercore Wealth Management's SNLN Position: Q1 2016 in Review

Evercore Wealth Management sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q1 2016, closing a stake of 179 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in SNLN in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 24 funds tracked by Wall St. Rank hold SNLN as of Q1 2016.

  • Evercore Wealth Management reported no remaining Highland/iBoxx Senior Loan ETF position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 179 Highland/iBoxx Senior Loan ETF shares in Q1 2016, an estimated $3K.
  • Evercore Wealth Management first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Highland/iBoxx Senior Loan ETF position peaked at $3K in Q4 2015.
  • 24 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.