HA
BKLN icon

Harborview Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Harborview Advisors’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
2018
Q3 		– Sell
-23,694
Closed -$543K – 66
2018
Q2 		$543K Buy
23,694
+53
+0.2% +$1.22K 0.5% 39
2018
Q1 		$547K Sell
23,641
-3,648
-13% -$84.4K 0.52% 37
2017
Q4 		$629K Buy
+27,289
New +$630K 0.6% 36

Other funds holding BKLN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Harborview Advisors's BKLN Position: Q3 2018 in Review

Harborview Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q3 2018, closing a stake of 23,694 shares — an estimated $543K sold.

Harborview Advisors first reported a position in BKLN in Q4 2017 and held it in 3 quarters. The position peaked at $629K in Q4 2017. 395 funds tracked by Wall St. Rank hold BKLN as of Q3 2018.

  • Harborview Advisors reported no remaining Invesco Senior Loan ETF position as of Q3 2018 after selling out during the quarter.
  • Harborview Advisors sold 23,694 Invesco Senior Loan ETF shares in Q3 2018, an estimated $543K.
  • Harborview Advisors first reported a position in Invesco Senior Loan ETF in Q4 2017 and held it in 3 quarters.
  • Harborview Advisors's Invesco Senior Loan ETF position peaked at $629K in Q4 2017.
  • 395 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2018.

Based on Harborview Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.