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Investment Centers of America’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Investment Centers of America’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 		– Sell
-10,875
Closed -$515K – 428
2017
Q3 		$515K Hold
10,875
– – 0.04% 332
2017
Q2 		$515K Buy
10,875
+368
+4% +$17.5K 0.04% 348
2017
Q1 		$502K Buy
10,507
+1,335
+15% +$63.4K 0.04% 366
2016
Q4 		$434K Buy
+9,172
New +$434K 0.04% 362

Other funds holding SRLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
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

Investment Centers of America's SRLN Position: Q4 2017 in Review

Investment Centers of America sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2017, closing a stake of 10,875 shares — an estimated $515K sold.

Investment Centers of America first reported a position in SRLN in Q4 2016 and held it in 4 quarters. The position peaked at $515K in Q3 2017. 186 funds tracked by Wall St. Rank hold SRLN as of Q4 2017.

  • Investment Centers of America reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 10,875 State Street Blackstone Senior Loan ETF shares in Q4 2017, an estimated $515K.
  • Investment Centers of America first reported a position in State Street Blackstone Senior Loan ETF in Q4 2016 and held it in 4 quarters.
  • Investment Centers of America's State Street Blackstone Senior Loan ETF position peaked at $515K in Q3 2017.
  • 186 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.