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Lake Point Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Lake Point Wealth Management’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
-25
Closed -$1K – 688
2018
Q4 		$1K Buy
+25
New +$569 ﹤0.01% 737

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

Lake Point Wealth Management's BKLN Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q1 2019, closing a stake of 25 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in BKLN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 366 funds tracked by Wall St. Rank hold BKLN as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 25 Invesco Senior Loan ETF shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Invesco Senior Loan ETF position peaked at $1K in Q4 2018.
  • 366 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.