MinichMacGregor Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

MinichMacGregor Wealth Management’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
2017 Q2	–	Sell	-33	Closed	-$1K	–	513
2017 Q1	$1K	Hold	33	–	–	﹤0.01%	433
2016 Q4	$1K	Hold	33	–	–	﹤0.01%	434
2016 Q3	$1K	Hold	33	–	–	﹤0.01%	433
2016 Q2	$1K	Hold	33	–	–	﹤0.01%	416
2016 Q1	$1K	Buy	+33	New	+$1.52K	﹤0.01%	400

Other funds holding SRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

MinichMacGregor Wealth Management's SRLN Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2017, closing a stake of 33 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in SRLN in Q1 2016 and held it in 5 quarters. The position peaked at $1K in Q1 2017. 144 funds tracked by Wall St. Rank hold SRLN as of Q2 2017.

MinichMacGregor Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2017 after selling out during the quarter.
MinichMacGregor Wealth Management sold 33 State Street Blackstone Senior Loan ETF shares in Q2 2017, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2016 and held it in 5 quarters.
MinichMacGregor Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $1K in Q1 2017.
144 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.