MIM
SNLN

Morningstar Investment Management’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Morningstar Investment Management’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-230,369
Closed -$3.96M – 18
2018
Q4 		$3.96M Buy
+230,369
New +$4.12M 3.14% 10

Other funds holding SNLN

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Morningstar Investment Management's SNLN Position: Q1 2019 in Review

Morningstar Investment Management sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q1 2019, closing a stake of 230,369 shares — an estimated $3.96M sold.

Morningstar Investment Management first reported a position in SNLN in Q4 2018 and held it in 1 quarter. The position peaked at $3.96M in Q4 2018. 59 funds tracked by Wall St. Rank hold SNLN as of Q1 2019.

  • Morningstar Investment Management reported no remaining Highland/iBoxx Senior Loan ETF position as of Q1 2019 after selling out during the quarter.
  • Morningstar Investment Management sold 230,369 Highland/iBoxx Senior Loan ETF shares in Q1 2019, an estimated $3.96M.
  • Morningstar Investment Management first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2018 and held it in 1 quarter.
  • Morningstar Investment Management's Highland/iBoxx Senior Loan ETF position peaked at $3.96M in Q4 2018.
  • 59 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q1 2019.

Based on Morningstar Investment Management's 13F filing for Q1 2019, filed 13 May 2019.