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Piershale Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Piershale Financial Group’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
2017
Q3 		– Sell
-685,759
Closed -$16M – 26
2017
Q2 		$16M Hold
685,759
– – 10.26% 4
2017
Q1 		$16M Buy
+685,759
New +$16M 10.26% 4

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Mitsubishi UFJ Trust & Banking
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Morgan Stanley
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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
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Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Piershale Financial Group's BKLN Position: Q3 2017 in Review

Piershale Financial Group sold out of Invesco Senior Loan ETF (BKLN) in Q3 2017, closing a stake of 685,759 shares — an estimated $16M sold.

Piershale Financial Group first reported a position in BKLN in Q1 2017 and held it in 2 quarters. The position peaked at $16M in Q2 2017. 365 funds tracked by Wall St. Rank hold BKLN as of Q3 2017.

  • Piershale Financial Group reported no remaining Invesco Senior Loan ETF position as of Q3 2017 after selling out during the quarter.
  • Piershale Financial Group sold 685,759 Invesco Senior Loan ETF shares in Q3 2017, an estimated $16M.
  • Piershale Financial Group first reported a position in Invesco Senior Loan ETF in Q1 2017 and held it in 2 quarters.
  • Piershale Financial Group's Invesco Senior Loan ETF position peaked at $16M in Q2 2017.
  • 365 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2017.

Based on Piershale Financial Group's 13F filing for Q3 2017, filed 19 Oct 2017.