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

LifePlan Financial Group’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
2020 Q3	$75K	Hold	1,668	–	–	0.03%	215
2020 Q2	$72K	Hold	1,668	–	–	0.03%	210
2020 Q1	$67K	Sell	1,668 -431	-21%	-$19.3K	0.04%	201
2019 Q4	$98K	Hold	2,099	–	–	0.04%	188
2019 Q3	$97K	Hold	2,099	–	–	0.05%	188
2019 Q2	$97K	Sell	2,099 -709	-25%	-$32.9K	0.05%	183
2019 Q1	$129K	Buy	2,808 +645	+30%	+$29.6K	0.07%	164
2018 Q4	$97K	Buy	2,163 +942	+77%	+$43.8K	0.06%	178
2018 Q3	$58K	Sell	1,221 -39	-3%	-$1.84K	0.03%	234
2018 Q2	$59K	Buy	+1,260	New	+$59.5K	0.03%	224

Other funds holding SRLN

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

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

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

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

LifePlan Financial Group's SRLN Position: Q3 2020 in Review

LifePlan Financial Group held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q3 2020 at 1,668 shares worth $75K. The position accounts for 0.03% of the portfolio, ranked #215.

LifePlan Financial Group first reported a position in SRLN in Q2 2018 and has held it in 10 quarters since. The position peaked at $129K in Q1 2019. 194 funds tracked by Wall St. Rank hold SRLN as of Q3 2020.

LifePlan Financial Group held 1,668 shares of State Street Blackstone Senior Loan ETF worth $75K as of Q3 2020.
LifePlan Financial Group left its State Street Blackstone Senior Loan ETF share count unchanged in Q3 2020.
State Street Blackstone Senior Loan ETF made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #215 holding.
LifePlan Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q2 2018 and has held it in 10 quarters since.
LifePlan Financial Group's State Street Blackstone Senior Loan ETF position peaked at $129K in Q1 2019.
194 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.