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LWAC
Laurel Wealth Advisors (California)’s
Invesco Senior Loan ETF
BKLN
Stock Holding History
Laurel Wealth Advisors (California)’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
2021
Q4
–
Sell
-9,710
Closed
-$215K
–
765
2021
Q3
$215K
Buy
+9,710
New
+$215K
0.04%
422
2020
Q1
–
Sell
-13,098
Closed
-$299K
–
363
2019
Q4
$299K
Buy
+13,098
New
+$296K
0.05%
345
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$1.02T AUM
30.18%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
ACG
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$290M AUM
0.53%
1-Year Est. Return
Fidelity International
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$129B AUM
30.83%
1-Year Est. Return
Lord, Abbett & Co
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$30.6B AUM
57.44%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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