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Leuthold Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Leuthold Group’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
2017
Q2 		– Sell
-576,265
Closed -$13.4M – 213
2017
Q1 		$13.4M Buy
576,265
+902
+0.2% +$21K 1.44% 8
2016
Q4 		$13.4M Sell
575,363
-34,892
-6% -$809K 1.5% 4
2016
Q3 		$14.2M Buy
+610,255
New +$14.1M 1.49% 6
2014
Q2 		– Sell
-273,520
Closed -$6.79M – 198
2014
Q1 		$6.79M Buy
273,520
+595
+0.2% +$14.8K 0.6% 61
2013
Q4 		$6.79M Sell
272,925
-1,525
-0.6% -$37.8K 0.61% 59
2013
Q3 		$6.77M Sell
274,450
-9,576
-3% -$238K 0.63% 46
2013
Q2 		$7.03M Buy
+284,026
New +$7.12M 0.65% 42

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leuthold Group's BKLN Position: Q2 2017 in Review

Leuthold Group sold out of Invesco Senior Loan ETF (BKLN) in Q2 2017, closing a stake of 576,265 shares — an estimated $13.4M sold.

Leuthold Group first reported a position in BKLN in Q2 2013 and held it in 7 quarters. The position peaked at $14.2M in Q3 2016. 379 funds tracked by Wall St. Rank hold BKLN as of Q2 2017.

  • Leuthold Group reported no remaining Invesco Senior Loan ETF position as of Q2 2017 after selling out during the quarter.
  • Leuthold Group sold 576,265 Invesco Senior Loan ETF shares in Q2 2017, an estimated $13.4M.
  • Leuthold Group first reported a position in Invesco Senior Loan ETF in Q2 2013 and held it in 7 quarters.
  • Leuthold Group's Invesco Senior Loan ETF position peaked at $14.2M in Q3 2016.
  • 379 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2017.

Based on Leuthold Group's 13F filing for Q2 2017, filed 14 Aug 2017.