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Kessler Investment Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Kessler Investment 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
2017
Q2 		– Sell
-255
Closed -$6K – 89
2017
Q1 		$6K Buy
+255
New +$5.94K 0.01% 83
2016
Q1 		– Sell
-330
Closed -$7K – 91
2015
Q4 		$7K Buy
330
+100
+43% +$2.28K 0.01% 76
2015
Q3 		$5K Buy
+230
New +$5.41K 0.01% 79

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kessler Investment Group's BKLN Position: Q2 2017 in Review

Kessler Investment Group sold out of Invesco Senior Loan ETF (BKLN) in Q2 2017, closing a stake of 255 shares — an estimated $6K sold.

Kessler Investment Group first reported a position in BKLN in Q3 2015 and held it in 3 quarters. The position peaked at $7K in Q4 2015. 379 funds tracked by Wall St. Rank hold BKLN as of Q2 2017.

  • Kessler Investment Group reported no remaining Invesco Senior Loan ETF position as of Q2 2017 after selling out during the quarter.
  • Kessler Investment Group sold 255 Invesco Senior Loan ETF shares in Q2 2017, an estimated $6K.
  • Kessler Investment Group first reported a position in Invesco Senior Loan ETF in Q3 2015 and held it in 3 quarters.
  • Kessler Investment Group's Invesco Senior Loan ETF position peaked at $7K in Q4 2015.
  • 379 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2017.

Based on Kessler Investment Group's 13F filing for Q2 2017, filed 19 Jul 2017.