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Peachtree Investment Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Peachtree Investment Advisors’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 		$418K Sell
9,351
-3,390
-27% -$158K 0.32% 51
2018
Q3 		$603K Buy
12,741
+130
+1% +$6.13K 0.41% 45
2018
Q2 		$592K Buy
12,611
+90
+0.7% +$4.25K 0.43% 43
2018
Q1 		$594K Buy
12,521
+135
+1% +$6.4K 0.45% 44
2017
Q4 		$584K Sell
12,386
-665
-5% -$31.5K 0.45% 45
2017
Q3 		$619K Buy
13,051
+735
+6% +$34.8K 0.53% 45
2017
Q2 		$584K Sell
12,316
-40
-0.3% -$1.9K 0.5% 48
2017
Q1 		$587K Buy
12,356
+1,140
+10% +$54.1K 0.54% 49
2016
Q4 		$533K Buy
11,216
+645
+6% +$30.5K 0.52% 52
2016
Q3 		$500K Buy
10,571
+985
+10% +$46.4K 0.49% 52
2016
Q2 		$448K Sell
9,586
-400
-4% -$18.7K 0.46% 56
2016
Q1 		$464K Buy
9,986
+390
+4% +$17.9K 0.47% 56
2015
Q4 		$443K Buy
9,596
+545
+6% +$25.6K 0.46% 57
2015
Q3 		$432K Buy
9,051
+450
+5% +$21.9K 0.45% 59
2015
Q2 		$424K Buy
8,601
+1,980
+30% +$97.8K 0.32% 83
2015
Q1 		$326K Buy
6,621
+3,426
+107% +$168K 0.23% 99
2014
Q4 		$146K Hold
3,195
– – 0.1% 161
2014
Q3 		$157K Buy
+3,195
New +$159K 0.1% 148

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

Peachtree Investment Advisors's SRLN Position: Q4 2018 in Review

Peachtree Investment Advisors reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 27% in Q4 2018, selling an estimated $158K and leaving 9,351 shares worth $418K. The position accounts for 0.32% of the portfolio, ranked #51.

Peachtree Investment Advisors first reported a position in SRLN in Q3 2014 and has held it in 18 quarters since. The position peaked at $619K in Q3 2017. 231 funds tracked by Wall St. Rank hold SRLN as of Q4 2018.

  • Peachtree Investment Advisors held 9,351 shares of State Street Blackstone Senior Loan ETF worth $418K as of Q4 2018.
  • Peachtree Investment Advisors sold 3,390 State Street Blackstone Senior Loan ETF shares in Q4 2018, an estimated $158K.
  • State Street Blackstone Senior Loan ETF made up 0.32% of Peachtree Investment Advisors's portfolio in Q4 2018, its #51 holding.
  • Peachtree Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2014 and has held it in 18 quarters since.
  • Peachtree Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $619K in Q3 2017.
  • 231 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.