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Kavar Capital Partners Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Kavar Capital Partners Group’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
2014
Q2 		– Sell
-62
Closed -$1K – 157
2014
Q1 		$1K Buy
+62
New +$1.54K ﹤0.01% 422

Other funds holding BKLN

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U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kavar Capital Partners Group's BKLN Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of Invesco Senior Loan ETF (BKLN) in Q2 2014, closing a stake of 62 shares — an estimated $1K sold.

Kavar Capital Partners Group first reported a position in BKLN in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 282 funds tracked by Wall St. Rank hold BKLN as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining Invesco Senior Loan ETF position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 62 Invesco Senior Loan ETF shares in Q2 2014, an estimated $1K.
  • Kavar Capital Partners Group first reported a position in Invesco Senior Loan ETF in Q1 2014 and held it in 1 quarter.
  • Kavar Capital Partners Group's Invesco Senior Loan ETF position peaked at $1K in Q1 2014.
  • 282 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.