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Peachtree Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-460
Closed -$11K – 122
2015
Q2 		$11K Hold
460
– – 0.01% 252
2015
Q1 		$11K Hold
460
– – 0.01% 261
2014
Q4 		$11K Buy
460
+95
+26% +$2.3K 0.01% 284
2014
Q3 		$9K Buy
+365
New +$8.99K 0.01% 299

Other funds holding BKLN

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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

Peachtree Investment Advisors's BKLN Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q3 2015, closing a stake of 460 shares — an estimated $11K sold.

Peachtree Investment Advisors first reported a position in BKLN in Q3 2014 and held it in 4 quarters. The position peaked at $11K in Q2 2015. 254 funds tracked by Wall St. Rank hold BKLN as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Invesco Senior Loan ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 460 Invesco Senior Loan ETF shares in Q3 2015, an estimated $11K.
  • Peachtree Investment Advisors first reported a position in Invesco Senior Loan ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Invesco Senior Loan ETF position peaked at $11K in Q2 2015.
  • 254 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.