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LexAurum Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

LexAurum 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
2018
Q3 		– Sell
-8,813
Closed -$202K – 161
2018
Q2 		$202K Buy
+8,813
New +$203K 0.18% 131

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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

LexAurum Advisors's BKLN Position: Q3 2018 in Review

LexAurum Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q3 2018, closing a stake of 8,813 shares — an estimated $202K sold.

LexAurum Advisors first reported a position in BKLN in Q2 2018 and held it in 1 quarter. The position peaked at $202K in Q2 2018. 395 funds tracked by Wall St. Rank hold BKLN as of Q3 2018.

  • LexAurum Advisors reported no remaining Invesco Senior Loan ETF position as of Q3 2018 after selling out during the quarter.
  • LexAurum Advisors sold 8,813 Invesco Senior Loan ETF shares in Q3 2018, an estimated $202K.
  • LexAurum Advisors first reported a position in Invesco Senior Loan ETF in Q2 2018 and held it in 1 quarter.
  • LexAurum Advisors's Invesco Senior Loan ETF position peaked at $202K in Q2 2018.
  • 395 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2018.

Based on LexAurum Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.