FGAM
SNLN

Financial Gravity Asset Management’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-306
Closed -$5K – 1761
2019
Q3 		$5K Hold
306
– – ﹤0.01% 716
2019
Q2 		$5K Hold
306
– – ﹤0.01% 707
2019
Q1 		$5K Buy
+306
New +$5.37K ﹤0.01% 709
2018
Q3 		$6K Hold
306
– – 0.01% 709
2018
Q2 		$6K Hold
306
– – 0.01% 715
2018
Q1 		$6K Buy
+306
New +$5.6K 0.01% 704

Other funds holding SNLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Financial Gravity Asset Management's SNLN Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q4 2019, closing a stake of 306 shares — an estimated $5K sold.

Financial Gravity Asset Management first reported a position in SNLN in Q1 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 46 funds tracked by Wall St. Rank hold SNLN as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Highland/iBoxx Senior Loan ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 306 Highland/iBoxx Senior Loan ETF shares in Q4 2019, an estimated $5K.
  • Financial Gravity Asset Management first reported a position in Highland/iBoxx Senior Loan ETF in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Highland/iBoxx Senior Loan ETF position peaked at $6K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.