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Klingman & Associates’s Invesco Senior Loan ETF BKLN Stock Holding History

Klingman & Associates’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
2016
Q3 		– Sell
-1,220
Closed -$28K – 368
2016
Q2 		$28K Buy
+1,220
New +$28K 0.01% 235

Other funds holding BKLN

AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Klingman & Associates's BKLN Position: Q3 2016 in Review

Klingman & Associates sold out of Invesco Senior Loan ETF (BKLN) in Q3 2016, closing a stake of 1,220 shares — an estimated $28K sold.

Klingman & Associates first reported a position in BKLN in Q2 2016 and held it in 1 quarter. The position peaked at $28K in Q2 2016. 291 funds tracked by Wall St. Rank hold BKLN as of Q3 2016.

  • Klingman & Associates reported no remaining Invesco Senior Loan ETF position as of Q3 2016 after selling out during the quarter.
  • Klingman & Associates sold 1,220 Invesco Senior Loan ETF shares in Q3 2016, an estimated $28K.
  • Klingman & Associates first reported a position in Invesco Senior Loan ETF in Q2 2016 and held it in 1 quarter.
  • Klingman & Associates's Invesco Senior Loan ETF position peaked at $28K in Q2 2016.
  • 291 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2016.

Based on Klingman & Associates's 13F filing for Q3 2016, filed 19 Oct 2016.