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JP Morgan Private Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		– Sell
-13,144
Closed -$304K – 1243
2017
Q2 		$304K Buy
13,144
+108
+0.8% +$2.51K ﹤0.01% 1011
2017
Q1 		$303K Buy
+13,036
New +$304K ﹤0.01% 1063

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BKLN Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q3 2017, closing a stake of 13,144 shares — an estimated $304K sold.

JP Morgan Private Wealth Advisors first reported a position in BKLN in Q1 2017 and held it in 2 quarters. The position peaked at $304K in Q2 2017. 365 funds tracked by Wall St. Rank hold BKLN as of Q3 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco Senior Loan ETF position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,144 Invesco Senior Loan ETF shares in Q3 2017, an estimated $304K.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q1 2017 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Invesco Senior Loan ETF position peaked at $304K in Q2 2017.
  • 365 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.