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Jeppson Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-1,000
Closed -$45K – 402
2020
Q3 		$45K Buy
+1,000
New +$44.3K 0.04% 233

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Jeppson Wealth Management's SRLN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2020, closing a stake of 1,000 shares — an estimated $45K sold.

Jeppson Wealth Management first reported a position in SRLN in Q3 2020 and held it in 1 quarter. The position peaked at $45K in Q3 2020. 222 funds tracked by Wall St. Rank hold SRLN as of Q4 2020.

  • Jeppson Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,000 State Street Blackstone Senior Loan ETF shares in Q4 2020, an estimated $45K.
  • Jeppson Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $45K in Q3 2020.
  • 222 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.