Global Wealth Management Investment Advisory’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-55	Closed	-$2K	–	607
2020 Q2	$2K	Hold	55	–	–	﹤0.01%	532
2020 Q1	$2K	Hold	55	–	–	﹤0.01%	524
2019 Q4	$3K	Hold	55	–	–	﹤0.01%	495
2019 Q3	$3K	Hold	55	–	–	﹤0.01%	472
2019 Q2	$3K	Sell	55 -416	-88%	-$19.3K	﹤0.01%	517
2019 Q1	$22K	Sell	471 -665	-59%	-$30.6K	0.01%	298
2018 Q4	$51K	Buy	+1,136	New	+$52.8K	0.03%	215

Other funds holding SRLN

EVM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Global Wealth Management Investment Advisory's SRLN Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2020, closing a stake of 55 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in SRLN in Q4 2018 and held it in 7 quarters. The position peaked at $51K in Q4 2018. 194 funds tracked by Wall St. Rank hold SRLN as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 55 State Street Blackstone Senior Loan ETF shares in Q3 2020, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's State Street Blackstone Senior Loan ETF position peaked at $51K in Q4 2018.
194 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.