Lenox Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Lenox Wealth Advisors’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
2014 Q1	–	Sell	-3,257	Closed	-$81K	–	202
2013 Q4	$81K	Buy	+3,257	New	+$80.8K	0.06%	48

Other funds holding BKLN

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Lenox Wealth Advisors's BKLN Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q1 2014, closing a stake of 3,257 shares — an estimated $81K sold.

Lenox Wealth Advisors first reported a position in BKLN in Q4 2013 and held it in 1 quarter. The position peaked at $81K in Q4 2013. 291 funds tracked by Wall St. Rank hold BKLN as of Q1 2014.

Lenox Wealth Advisors reported no remaining Invesco Senior Loan ETF position as of Q1 2014 after selling out during the quarter.
Lenox Wealth Advisors sold 3,257 Invesco Senior Loan ETF shares in Q1 2014, an estimated $81K.
Lenox Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2013 and held it in 1 quarter.
Lenox Wealth Advisors's Invesco Senior Loan ETF position peaked at $81K in Q4 2013.
291 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.