IRON Financial’s Invesco Senior Loan ETF BKLN Stock Holding History

IRON Financial’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
2017 Q2	–	Sell	-10,350	Closed	-$241K	–	77
2017 Q1	$241K	Buy	+10,350	New	+$241K	0.17%	73

Other funds holding BKLN

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IRON Financial's BKLN Position: Q2 2017 in Review

IRON Financial sold out of Invesco Senior Loan ETF (BKLN) in Q2 2017, closing a stake of 10,350 shares — an estimated $241K sold.

IRON Financial first reported a position in BKLN in Q1 2017 and held it in 1 quarter. The position peaked at $241K in Q1 2017. 379 funds tracked by Wall St. Rank hold BKLN as of Q2 2017.

IRON Financial reported no remaining Invesco Senior Loan ETF position as of Q2 2017 after selling out during the quarter.
IRON Financial sold 10,350 Invesco Senior Loan ETF shares in Q2 2017, an estimated $241K.
IRON Financial first reported a position in Invesco Senior Loan ETF in Q1 2017 and held it in 1 quarter.
IRON Financial's Invesco Senior Loan ETF position peaked at $241K in Q1 2017.
379 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2017.

Based on IRON Financial's 13F filing for Q2 2017, filed 31 Jul 2017.