OneDigital Investment Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

OneDigital Investment Advisors’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
2019 Q1	–	Sell	-93	Closed	-$4K	–	1188
2018 Q4	$4K	Buy	+93	New	+$4.32K	﹤0.01%	983
2018 Q3	–	Sell	-386	Closed	-$19K	–	1216
2018 Q2	$19K	Hold	386	–	–	﹤0.01%	837
2018 Q1	$19K	Buy	386 +246	+176%	+$11.7K	﹤0.01%	841
2017 Q4	$7K	Buy	+140	New	+$6.62K	﹤0.01%	1044
2017 Q3	–	Sell	-140	Closed	-$7K	–	1158
2017 Q2	$7K	Buy	+140	New	+$6.64K	﹤0.01%	1009

Other funds holding SRLN

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OneDigital Investment Advisors's SRLN Position: Q1 2019 in Review

OneDigital Investment Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2019, closing a stake of 93 shares — an estimated $4K sold.

OneDigital Investment Advisors first reported a position in SRLN in Q2 2017 and held it in 5 quarters. The position peaked at $19K in Q2 2018. 224 funds tracked by Wall St. Rank hold SRLN as of Q1 2019.

OneDigital Investment Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 93 State Street Blackstone Senior Loan ETF shares in Q1 2019, an estimated $4K.
OneDigital Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2017 and held it in 5 quarters.
OneDigital Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $19K in Q2 2018.
224 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2019.

Based on OneDigital Investment Advisors's 13F filing for Q1 2019, filed 10 May 2019.