LF
SRLN icon

Lee Financial’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Lee Financial’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
2019
Q2 		– Sell
-300
Closed -$14K – 536
2019
Q1 		$14K Buy
+300
New +$13.8K ﹤0.01% 294

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lee Financial's SRLN Position: Q2 2019 in Review

Lee Financial sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2019, closing a stake of 300 shares — an estimated $14K sold.

Lee Financial first reported a position in SRLN in Q1 2019 and held it in 1 quarter. The position peaked at $14K in Q1 2019. 216 funds tracked by Wall St. Rank hold SRLN as of Q2 2019.

  • Lee Financial reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
  • Lee Financial sold 300 State Street Blackstone Senior Loan ETF shares in Q2 2019, an estimated $14K.
  • Lee Financial first reported a position in State Street Blackstone Senior Loan ETF in Q1 2019 and held it in 1 quarter.
  • Lee Financial's State Street Blackstone Senior Loan ETF position peaked at $14K in Q1 2019.
  • 216 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2019.

Based on Lee Financial's 13F filing for Q2 2019, filed 30 Jul 2019.