Fiera Capital (Canada)
SRLN icon

Fiera Capital (Canada)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Fiera Capital (Canada)’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-315,200
Closed -$14.9M – 724
2018
Q3 		$14.9M Hold
315,200
– – 0.06% 208
2018
Q2 		$14.8M Hold
315,200
– – 0.06% 196
2018
Q1 		$14.9M Buy
315,200
+27,100
+9% +$1.28M 0.07% 198
2017
Q4 		$13.6M Buy
288,100
+213,100
+284% +$10.1M 0.06% 206
2017
Q3 		$3.56M Buy
+75,000
New +$3.55M 0.02% 331

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiera Capital (Canada)'s SRLN Position: Q4 2018 in Review

Fiera Capital (Canada) sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2018, closing a stake of 315,200 shares — an estimated $14.9M sold.

Fiera Capital (Canada) first reported a position in SRLN in Q3 2017 and held it in 5 quarters. The position peaked at $14.9M in Q1 2018. 231 funds tracked by Wall St. Rank hold SRLN as of Q4 2018.

  • Fiera Capital (Canada) reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2018 after selling out during the quarter.
  • Fiera Capital (Canada) sold 315,200 State Street Blackstone Senior Loan ETF shares in Q4 2018, an estimated $14.9M.
  • Fiera Capital (Canada) first reported a position in State Street Blackstone Senior Loan ETF in Q3 2017 and held it in 5 quarters.
  • Fiera Capital (Canada)'s State Street Blackstone Senior Loan ETF position peaked at $14.9M in Q1 2018.
  • 231 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2018.

Based on Fiera Capital (Canada)'s 13F filing for Q4 2018, filed 12 Feb 2019.