EWM
SNLN

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

Executive 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
2019
Q2 		– Sell
-106
Closed -$2K – 955
2019
Q1 		$2K Buy
106
+57
+116% +$1K ﹤0.01% 756
2018
Q4 		$1K Buy
+49
New +$876 ﹤0.01% 868

Other funds holding SNLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return

Executive Wealth Management's SNLN Position: Q2 2019 in Review

Executive Wealth Management sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q2 2019, closing a stake of 106 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in SNLN in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 50 funds tracked by Wall St. Rank hold SNLN as of Q2 2019.

  • Executive Wealth Management reported no remaining Highland/iBoxx Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 106 Highland/iBoxx Senior Loan ETF shares in Q2 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's Highland/iBoxx Senior Loan ETF position peaked at $2K in Q1 2019.
  • 50 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.