GGPS
BKLN icon

Gary Goldberg Planning Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Gary Goldberg Planning Services’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$17K Hold
700
– – 0.01% 307
2014
Q3 		$17K Sell
700
-300
-30% -$7.39K 0.01% 325
2014
Q2 		$25K Hold
1,000
– – 0.01% 281
2014
Q1 		$25K Buy
+1,000
New +$24.9K 0.01% 264

Other funds holding BKLN

AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Gary Goldberg Planning Services's BKLN Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Invesco Senior Loan ETF (BKLN) position steady in Q4 2014 at 700 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #307.

Gary Goldberg Planning Services first reported a position in BKLN in Q1 2014 and has held it in 4 quarters since. The position peaked at $25K in Q2 2014. 277 funds tracked by Wall St. Rank hold BKLN as of Q4 2014.

  • Gary Goldberg Planning Services held 700 shares of Invesco Senior Loan ETF worth $17K as of Q4 2014.
  • Gary Goldberg Planning Services left its Invesco Senior Loan ETF share count unchanged in Q4 2014.
  • Invesco Senior Loan ETF made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #307 holding.
  • Gary Goldberg Planning Services first reported a position in Invesco Senior Loan ETF in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's Invesco Senior Loan ETF position peaked at $25K in Q2 2014.
  • 277 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.