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Financial Partners Capital Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Financial Partners Capital Management’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
2020
Q4 		– Sell
-5,500
Closed -$246K – 113
2020
Q3 		$246K Buy
+5,500
New +$244K 0.07% 90

Other funds holding SRLN

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EVM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Financial Partners Capital Management's SRLN Position: Q4 2020 in Review

Financial Partners Capital Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2020, closing a stake of 5,500 shares — an estimated $246K sold.

Financial Partners Capital Management first reported a position in SRLN in Q3 2020 and held it in 1 quarter. The position peaked at $246K in Q3 2020. 222 funds tracked by Wall St. Rank hold SRLN as of Q4 2020.

  • Financial Partners Capital Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2020 after selling out during the quarter.
  • Financial Partners Capital Management sold 5,500 State Street Blackstone Senior Loan ETF shares in Q4 2020, an estimated $246K.
  • Financial Partners Capital Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2020 and held it in 1 quarter.
  • Financial Partners Capital Management's State Street Blackstone Senior Loan ETF position peaked at $246K in Q3 2020.
  • 222 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2020.

Based on Financial Partners Capital Management's 13F filing for Q4 2020, filed 28 Feb 2023.