OIWM
BKLN icon

OptiFour Integrated Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

OptiFour Integrated Wealth Management’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
2018
Q1 		– Sell
-85,080
Closed -$1.96M – 59
2017
Q4 		$1.96M Buy
+85,080
New +$1.96M 1.64% 16

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OptiFour Integrated Wealth Management's BKLN Position: Q1 2018 in Review

OptiFour Integrated Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q1 2018, closing a stake of 85,080 shares — an estimated $1.96M sold.

OptiFour Integrated Wealth Management first reported a position in BKLN in Q4 2017 and held it in 1 quarter. The position peaked at $1.96M in Q4 2017. 381 funds tracked by Wall St. Rank hold BKLN as of Q1 2018.

  • OptiFour Integrated Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q1 2018 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 85,080 Invesco Senior Loan ETF shares in Q1 2018, an estimated $1.96M.
  • OptiFour Integrated Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2017 and held it in 1 quarter.
  • OptiFour Integrated Wealth Management's Invesco Senior Loan ETF position peaked at $1.96M in Q4 2017.
  • 381 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q1 2018, filed 7 May 2019.