IA
SNLN

IFP Advisors’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

IFP Advisors’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
2020
Q1 		– Sell
-1,809
Closed -$30.4K – 3060
2019
Q4 		$33K Buy
1,809
+1,534
+558% +$26.7K ﹤0.01% 1420
2019
Q3 		$5K Buy
+275
New +$4.82K ﹤0.01% 2365
2019
Q1 		$46K Sell
2,606
-1,545
-37% -$27.1K 0.01% 1004
2018
Q4 		$71K Sell
4,151
-6,912
-62% -$124K ﹤0.01% 1394
2018
Q3 		$202K Sell
11,063
-1,964
-15% -$35.7K 0.01% 1072
2018
Q2 		$236K Sell
13,027
-104
-0.8% -$1.9K 0.01% 987
2018
Q1 		$239K Hold
13,131
– – 0.01% 909
2017
Q4 		$239K Sell
13,131
-2,546
-16% -$46.5K 0.01% 912
2017
Q3 		$287K Sell
15,677
-381
-2% -$7K 0.01% 941
2017
Q2 		$295K Buy
16,058
+5,743
+56% +$106K 0.01% 913
2017
Q1 		$191K Sell
10,315
-1,817
-15% -$33.9K 0.01% 1139
2016
Q4 		$227K Buy
12,132
+7,676
+172% +$143K 0.01% 988
2016
Q3 		$83K Sell
4,456
-792
-15% -$14.7K ﹤0.01% 1492
2016
Q2 		$96K Buy
5,248
+2,642
+101% +$48.7K 0.01% 1367
2016
Q1 		$46K Buy
2,606
+420
+19% +$7.55K 0.01% 1004
2015
Q4 		$39K Buy
+2,186
New +$39.9K ﹤0.01% 1764

Other funds holding SNLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors's SNLN Position: Q1 2020 in Review

IFP Advisors sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q1 2020, closing a stake of 1,809 shares — an estimated $30.4K sold.

IFP Advisors first reported a position in SNLN in Q4 2015 and held it in 16 quarters. The position peaked at $295K in Q2 2017. 35 funds tracked by Wall St. Rank hold SNLN as of Q1 2020.

  • IFP Advisors reported no remaining Highland/iBoxx Senior Loan ETF position as of Q1 2020 after selling out during the quarter.
  • IFP Advisors sold 1,809 Highland/iBoxx Senior Loan ETF shares in Q1 2020, an estimated $30.4K.
  • IFP Advisors first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2015 and held it in 16 quarters.
  • IFP Advisors's Highland/iBoxx Senior Loan ETF position peaked at $295K in Q2 2017.
  • 35 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q1 2020.

Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.