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Independent Portfolio Consultants’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Independent Portfolio Consultants’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
2015
Q1 		– Sell
-1,341
Closed -$65K – 1039
2014
Q4 		$65K Buy
+1,341
New +$65.6K 0.01% 597

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Independent Portfolio Consultants's SRLN Position: Q1 2015 in Review

Independent Portfolio Consultants sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2015, closing a stake of 1,341 shares — an estimated $65K sold.

Independent Portfolio Consultants first reported a position in SRLN in Q4 2014 and held it in 1 quarter. The position peaked at $65K in Q4 2014. 74 funds tracked by Wall St. Rank hold SRLN as of Q1 2015.

  • Independent Portfolio Consultants reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,341 State Street Blackstone Senior Loan ETF shares in Q1 2015, an estimated $65K.
  • Independent Portfolio Consultants first reported a position in State Street Blackstone Senior Loan ETF in Q4 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's State Street Blackstone Senior Loan ETF position peaked at $65K in Q4 2014.
  • 74 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2015.

Based on Independent Portfolio Consultants's 13F filing for Q1 2015, filed 27 May 2015.