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Hutchens Investment Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Hutchens Investment Management’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
2015
Q2 		– Sell
-69,775
Closed -$1.68M – 64
2015
Q1 		$1.68M Sell
69,775
-9,600
-12% -$231K 1.54% 34
2014
Q4 		$1.91M Buy
+79,375
New +$1.92M 1.74% 25

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hutchens Investment Management's BKLN Position: Q2 2015 in Review

Hutchens Investment Management sold out of Invesco Senior Loan ETF (BKLN) in Q2 2015, closing a stake of 69,775 shares — an estimated $1.68M sold.

Hutchens Investment Management first reported a position in BKLN in Q4 2014 and held it in 2 quarters. The position peaked at $1.91M in Q4 2014. 269 funds tracked by Wall St. Rank hold BKLN as of Q2 2015.

  • Hutchens Investment Management reported no remaining Invesco Senior Loan ETF position as of Q2 2015 after selling out during the quarter.
  • Hutchens Investment Management sold 69,775 Invesco Senior Loan ETF shares in Q2 2015, an estimated $1.68M.
  • Hutchens Investment Management first reported a position in Invesco Senior Loan ETF in Q4 2014 and held it in 2 quarters.
  • Hutchens Investment Management's Invesco Senior Loan ETF position peaked at $1.91M in Q4 2014.
  • 269 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2015.

Based on Hutchens Investment Management's 13F filing for Q2 2015, filed 13 Aug 2015.