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Koch Industries’s Invesco Senior Loan ETF BKLN Stock Holding History

Koch Industries’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
2019
Q1 		– Sell
-194,372
Closed -$3.54M – 3
2018
Q4 		$3.54M Hold
194,372
– – 3.01% 2
2018
Q3 		$4.5M Sell
194,372
-934,634
-83% -$21.6M 3.51% 2
2018
Q2 		$25.9M Hold
1,129,006
– – 17.99% 2
2018
Q1 		$26.1M Hold
1,129,006
– – 2.67% 8
2017
Q4 		$26M Hold
1,129,006
– – 3.8% 5
2017
Q3 		$26.1M Sell
1,129,006
-678,454
-38% -$15.7M 6.21% 3
2017
Q2 		$39.7M Buy
+1,807,460
New +$42M 10.82% 2

Other funds holding BKLN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $432B AUM 30.22% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koch Industries's BKLN Position: Q1 2019 in Review

Koch Industries sold out of Invesco Senior Loan ETF (BKLN) in Q1 2019, closing a stake of 194,372 shares — an estimated $3.54M sold.

Koch Industries first reported a position in BKLN in Q2 2017 and held it in 7 quarters. The position peaked at $39.7M in Q2 2017. 366 funds tracked by Wall St. Rank hold BKLN as of Q1 2019.

  • Koch Industries reported no remaining Invesco Senior Loan ETF position as of Q1 2019 after selling out during the quarter.
  • Koch Industries sold 194,372 Invesco Senior Loan ETF shares in Q1 2019, an estimated $3.54M.
  • Koch Industries first reported a position in Invesco Senior Loan ETF in Q2 2017 and held it in 7 quarters.
  • Koch Industries's Invesco Senior Loan ETF position peaked at $39.7M in Q2 2017.
  • 366 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2019.

Based on Koch Industries's 13F filing for Q1 2019, filed 14 May 2019.