NNP
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Nachman Norwood & Parrott’s Invesco Senior Loan ETF BKLN Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-378
Closed -$8K – 350
2020
Q3 		$8K Buy
+378
New +$8.21K ﹤0.01% 809

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nachman Norwood & Parrott's BKLN Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Invesco Senior Loan ETF (BKLN) in Q4 2020, closing a stake of 378 shares — an estimated $8K sold.

Nachman Norwood & Parrott first reported a position in BKLN in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 334 funds tracked by Wall St. Rank hold BKLN as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Invesco Senior Loan ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 378 Invesco Senior Loan ETF shares in Q4 2020, an estimated $8K.
  • Nachman Norwood & Parrott first reported a position in Invesco Senior Loan ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Invesco Senior Loan ETF position peaked at $8K in Q3 2020.
  • 334 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.