FGC
SNLN

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

Financial Gravity Companies’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
2018
Q4 		$5K Buy
+306
New +$5.47K ﹤0.01% 732
2018
Q1 		$6K Buy
+306
New +$5.6K 0.01% 704

Other funds holding SNLN

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return

Financial Gravity Companies's SNLN Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Highland/iBoxx Senior Loan ETF (SNLN) in Q4 2018: 306 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SNLN as recently as Q1 2018.

Financial Gravity Companies first reported a position in SNLN in Q1 2018 and has held it in 2 quarters since. The position peaked at $6K in Q1 2018. 56 funds tracked by Wall St. Rank hold SNLN as of Q4 2018.

  • Financial Gravity Companies held 306 shares of Highland/iBoxx Senior Loan ETF worth $5K as of Q4 2018.
  • Highland/iBoxx Senior Loan ETF was a new Financial Gravity Companies position in Q4 2018.
  • Highland/iBoxx Senior Loan ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #732 holding.
  • Financial Gravity Companies first reported a position in Highland/iBoxx Senior Loan ETF in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Highland/iBoxx Senior Loan ETF position peaked at $6K in Q1 2018.
  • 56 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.