Private Capital Management (Minnesota)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Private Capital Management (Minnesota)’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
2017 Q3	$474K	Buy	+10,000	New	+$474K	0.53%	83

Other funds holding SRLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Private Capital Management (Minnesota)'s SRLN Position: Q3 2017 in Review

Private Capital Management (Minnesota) opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q3 2017: 10,000 shares worth $474K. The stake represents 0.53% of the portfolio and ranks #83 among its holdings.

144 funds tracked by Wall St. Rank hold SRLN as of Q3 2017.

Private Capital Management (Minnesota) held 10,000 shares of State Street Blackstone Senior Loan ETF worth $474K as of Q3 2017.
State Street Blackstone Senior Loan ETF was a new Private Capital Management (Minnesota) position in Q3 2017.
State Street Blackstone Senior Loan ETF made up 0.53% of Private Capital Management (Minnesota)'s portfolio in Q3 2017, its #83 holding.
144 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2017.

Based on Private Capital Management (Minnesota)'s 13F filing for Q3 2017, filed 26 Oct 2017.