First National Bank of Mount Dora’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

First National Bank of Mount Dora’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
2022 Q2	–	Sell	-4,754	Closed	-$214K	–	136
2022 Q1	$214K	Hold	4,754	–	–	0.06%	120
2021 Q4	$217K	Buy	+4,754	New	+$217K	0.06%	116

Other funds holding SRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First National Bank of Mount Dora's SRLN Position: Q2 2022 in Review

First National Bank of Mount Dora sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2022, closing a stake of 4,754 shares — an estimated $214K sold.

First National Bank of Mount Dora first reported a position in SRLN in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 540 funds tracked by Wall St. Rank hold SRLN as of Q2 2022.

First National Bank of Mount Dora reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2022 after selling out during the quarter.
First National Bank of Mount Dora sold 4,754 State Street Blackstone Senior Loan ETF shares in Q2 2022, an estimated $214K.
First National Bank of Mount Dora first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and held it in 2 quarters.
First National Bank of Mount Dora's State Street Blackstone Senior Loan ETF position peaked at $217K in Q4 2021.
540 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2022.

Based on First National Bank of Mount Dora's 13F filing for Q2 2022, filed 13 Jul 2022.