Golden State Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Golden State Wealth 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 Q2	–	Sell	-147	Closed	-$6K	–	806
2020 Q1	$6K	Buy	+147	New	+$6.57K	﹤0.01%	717
2019 Q4	–	Sell	-144	Closed	-$7K	–	813
2019 Q3	$7K	Buy	144 +3	+2%	+$138	﹤0.01%	812
2019 Q2	$6K	Sell	141 -158	-53%	-$7.33K	﹤0.01%	847
2019 Q1	$14K	Buy	+299	New	+$13.7K	﹤0.01%	712

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

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

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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Golden State Wealth Management's SRLN Position: Q2 2020 in Review

Golden State Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2020, closing a stake of 147 shares — an estimated $6K sold.

Golden State Wealth Management first reported a position in SRLN in Q1 2019 and held it in 4 quarters. The position peaked at $14K in Q1 2019. 177 funds tracked by Wall St. Rank hold SRLN as of Q2 2020.

Golden State Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 147 State Street Blackstone Senior Loan ETF shares in Q2 2020, an estimated $6K.
Golden State Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $14K in Q1 2019.
177 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.