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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return