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

Legacy Financial Strategies’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
2018
Q1 		– Sell
-58,053
Closed -$2.74M – 101
2017
Q4 		$2.74M Buy
+58,053
New +$2.75M 2.91% 8

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Strategies's SRLN Position: Q1 2018 in Review

Legacy Financial Strategies sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2018, closing a stake of 58,053 shares — an estimated $2.74M sold.

Legacy Financial Strategies first reported a position in SRLN in Q4 2017 and held it in 1 quarter. The position peaked at $2.74M in Q4 2017. 211 funds tracked by Wall St. Rank hold SRLN as of Q1 2018.

  • Legacy Financial Strategies reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 58,053 State Street Blackstone Senior Loan ETF shares in Q1 2018, an estimated $2.74M.
  • Legacy Financial Strategies first reported a position in State Street Blackstone Senior Loan ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Strategies's State Street Blackstone Senior Loan ETF position peaked at $2.74M in Q4 2017.
  • 211 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2018.

Based on Legacy Financial Strategies's 13F filing for Q1 2018, filed 14 May 2018.