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

Orgel 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
2018 Q4	–	Sell	-9,897	Closed	-$469K	–	41
2018 Q3	$469K	Sell	9,897 -932	-9%	-$43.9K	0.21%	23
2018 Q2	$509K	Buy	10,829 +1,003	+10%	+$47.4K	0.13%	22
2018 Q1	$466K	Buy	9,826 +5,002	+104%	+$237K	0.12%	24
2017 Q4	$228K	Buy	4,824 +30	+0.6%	+$1.42K	0.06%	41
2017 Q3	$227K	Buy	+4,794	New	+$227K	0.08%	28

Other funds holding SRLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Orgel Wealth Management's SRLN Position: Q4 2018 in Review

Orgel Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2018, closing a stake of 9,897 shares — an estimated $469K sold.

Orgel Wealth Management first reported a position in SRLN in Q3 2017 and held it in 5 quarters. The position peaked at $509K in Q2 2018. 231 funds tracked by Wall St. Rank hold SRLN as of Q4 2018.

Orgel Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2018 after selling out during the quarter.
Orgel Wealth Management sold 9,897 State Street Blackstone Senior Loan ETF shares in Q4 2018, an estimated $469K.
Orgel Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2017 and held it in 5 quarters.
Orgel Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $509K in Q2 2018.
231 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2018.

Based on Orgel Wealth Management's 13F filing for Q4 2018, filed 14 Jan 2019.