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

Gupta 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
2015
Q4 		– Sell
-102
Closed -$5K – 1354
2015
Q3 		$5K Hold
102
– – ﹤0.01% 1048
2015
Q2 		$5K Sell
102
-118
-54% -$5.83K ﹤0.01% 1024
2015
Q1 		$11K Buy
+220
New +$10.8K ﹤0.01% 734

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 88.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Gupta Wealth Management's SRLN Position: Q4 2015 in Review

Gupta Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2015, closing a stake of 102 shares — an estimated $5K sold.

Gupta Wealth Management first reported a position in SRLN in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q1 2015. 87 funds tracked by Wall St. Rank hold SRLN as of Q4 2015.

  • Gupta Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 102 State Street Blackstone Senior Loan ETF shares in Q4 2015, an estimated $5K.
  • Gupta Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $11K in Q1 2015.
  • 87 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.