PAI
BKLN icon

Pittenger & Anderson Inc’s Invesco Senior Loan ETF BKLN Stock Holding History

Pittenger & Anderson Inc’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
Q4 		– Sell
-670
Closed -$15K – 399
2015
Q3 		$15K Buy
+670
New +$15.8K ﹤0.01% 373

Other funds holding BKLN

AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
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
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
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Pittenger & Anderson Inc's BKLN Position: Q4 2015 in Review

Pittenger & Anderson Inc sold out of Invesco Senior Loan ETF (BKLN) in Q4 2015, closing a stake of 670 shares — an estimated $15K sold.

Pittenger & Anderson Inc first reported a position in BKLN in Q3 2015 and held it in 1 quarter. The position peaked at $15K in Q3 2015. 260 funds tracked by Wall St. Rank hold BKLN as of Q4 2015.

  • Pittenger & Anderson Inc reported no remaining Invesco Senior Loan ETF position as of Q4 2015 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 670 Invesco Senior Loan ETF shares in Q4 2015, an estimated $15K.
  • Pittenger & Anderson Inc first reported a position in Invesco Senior Loan ETF in Q3 2015 and held it in 1 quarter.
  • Pittenger & Anderson Inc's Invesco Senior Loan ETF position peaked at $15K in Q3 2015.
  • 260 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2015.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2015, filed 10 Feb 2016.