JP Morgan Private Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	–	Sell	-69,545	Closed	-$3.3M	–	1276
2017 Q2	$3.3M	Hold	69,545	–	–	0.03%	368
2017 Q1	$3.31M	Sell	69,545 -607	-0.9%	-$28.8K	0.03%	375
2016 Q4	$3.33M	Hold	70,152	–	–	0.03%	344
2016 Q3	$3.32M	Sell	70,152 -1,781	-2%	-$83.8K	0.03%	342
2016 Q2	$3.36M	Buy	+71,933	New	+$3.36M	0.03%	334

Other funds holding SRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

JP Morgan Private Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2017, closing a stake of 69,545 shares — an estimated $3.3M sold.

JP Morgan Private Wealth Advisors first reported a position in SRLN in Q2 2016 and held it in 5 quarters. The position peaked at $3.36M in Q2 2016. 143 funds tracked by Wall St. Rank hold SRLN as of Q3 2017.

JP Morgan Private Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 69,545 State Street Blackstone Senior Loan ETF shares in Q3 2017, an estimated $3.3M.
JP Morgan Private Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2016 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $3.36M in Q2 2016.
143 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2017.

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