PWM
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ParenteBeard Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

ParenteBeard 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
2014
Q4 		$49.8K Buy
+1,197
New +$29K 0.59% 21

Other funds holding BKLN

AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

ParenteBeard Wealth Management's BKLN Position: Q4 2014 in Review

ParenteBeard Wealth Management opened a new position in Invesco Senior Loan ETF (BKLN) in Q4 2014: 1,197 shares worth $49.8K. The stake represents 0.59% of the portfolio and ranks #21 among its holdings.

277 funds tracked by Wall St. Rank hold BKLN as of Q4 2014.

  • ParenteBeard Wealth Management held 1,197 shares of Invesco Senior Loan ETF worth $49.8K as of Q4 2014.
  • Invesco Senior Loan ETF was a new ParenteBeard Wealth Management position in Q4 2014.
  • Invesco Senior Loan ETF made up 0.59% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #21 holding.
  • 277 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.