HDIM
SNLN

Hanson & Doremus Investment Management’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Hanson & Doremus Investment Management’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-761
Closed -$14K – 491
2018
Q2 		$14K Hold
761
– – ﹤0.01% 408
2018
Q1 		$14K Hold
761
– – ﹤0.01% 427
2017
Q4 		$14K Hold
761
– – ﹤0.01% 418
2017
Q3 		$14K Hold
761
– – ﹤0.01% 404
2017
Q2 		$14K Hold
761
– – 0.01% 402
2017
Q1 		$14K Hold
761
– – 0.01% 392
2016
Q4 		$14.3K Buy
+761
New +$14.2K 0.01% 363

Other funds holding SNLN

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hanson & Doremus Investment Management's SNLN Position: Q3 2018 in Review

Hanson & Doremus Investment Management sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q3 2018, closing a stake of 761 shares — an estimated $14K sold.

Hanson & Doremus Investment Management first reported a position in SNLN in Q4 2016 and held it in 7 quarters. The position peaked at $14.3K in Q4 2016. 64 funds tracked by Wall St. Rank hold SNLN as of Q3 2018.

  • Hanson & Doremus Investment Management reported no remaining Highland/iBoxx Senior Loan ETF position as of Q3 2018 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 761 Highland/iBoxx Senior Loan ETF shares in Q3 2018, an estimated $14K.
  • Hanson & Doremus Investment Management first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2016 and held it in 7 quarters.
  • Hanson & Doremus Investment Management's Highland/iBoxx Senior Loan ETF position peaked at $14.3K in Q4 2016.
  • 64 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q3 2018.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2018, filed 24 Oct 2018.