Hutchens Investment Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Hutchens Investment 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
2017 Q4	$464K	Hold	9,850	–	–	0.44%	55
2017 Q3	$467K	Sell	9,850 -3,925	-28%	-$186K	0.42%	58
2017 Q2	$653K	Sell	13,775 -700	-5%	-$33.2K	0.56%	51
2017 Q1	$688K	Buy	+14,475	New	+$687K	0.61%	52
2016 Q4	–	Sell	-20,275	Closed	-$958K	–	65
2016 Q3	$958K	Buy	20,275 +1,000	+5%	+$47.1K	0.9%	48
2016 Q2	$900K	Sell	19,275 -5,025	-21%	-$235K	0.86%	48
2016 Q1	$1.13M	Sell	24,300 -850	-3%	-$39K	1.13%	44
2015 Q4	$1.16M	Sell	25,150 -7,675	-23%	-$361K	1.14%	43
2015 Q3	$1.57M	Buy	32,825 +1,000	+3%	+$48.6K	1.65%	31
2015 Q2	$1.57M	Buy	+31,825	New	+$1.57M	1.48%	38

Other funds holding SRLN

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

LPL Financial San Diego, California $445B AUM 25.58% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Hutchens Investment Management's SRLN Position: Q4 2017 in Review

Hutchens Investment Management held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q4 2017 at 9,850 shares worth $464K. The position accounts for 0.44% of the portfolio, ranked #55.

Hutchens Investment Management first reported a position in SRLN in Q2 2015 and has held it in 10 quarters since. The position peaked at $1.57M in Q3 2015. 186 funds tracked by Wall St. Rank hold SRLN as of Q4 2017.

Hutchens Investment Management held 9,850 shares of State Street Blackstone Senior Loan ETF worth $464K as of Q4 2017.
Hutchens Investment Management left its State Street Blackstone Senior Loan ETF share count unchanged in Q4 2017.
State Street Blackstone Senior Loan ETF made up 0.44% of Hutchens Investment Management's portfolio in Q4 2017, its #55 holding.
Hutchens Investment Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2015 and has held it in 10 quarters since.
Hutchens Investment Management's State Street Blackstone Senior Loan ETF position peaked at $1.57M in Q3 2015.
186 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.