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LBA Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

LBA Wealth Management’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-630
Closed -$29K – 443
2015
Q4 		$29K Buy
+630
New +$29.6K 0.02% 243

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

LBA Wealth Management's SRLN Position: Q1 2016 in Review

LBA Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2016, closing a stake of 630 shares — an estimated $29K sold.

LBA Wealth Management first reported a position in SRLN in Q4 2015 and held it in 1 quarter. The position peaked at $29K in Q4 2015. 84 funds tracked by Wall St. Rank hold SRLN as of Q1 2016.

  • LBA Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 630 State Street Blackstone Senior Loan ETF shares in Q1 2016, an estimated $29K.
  • LBA Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2015 and held it in 1 quarter.
  • LBA Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $29K in Q4 2015.
  • 84 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.