Retirement Group’s Franklin Senior Loan ETF FLBL Stock Holding History

Retirement Group’s Portfolio FLBL Stock Details FLBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-197	Closed	-$5K	–	676
2020 Q2	$5K	Buy	+197	New	+$4.64K	﹤0.01%	451
2019 Q4	$5K	Buy	+197	New	+$4.92K	﹤0.01%	452

Other funds holding FLBL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

KWA

KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's FLBL Position: Q3 2020 in Review

Retirement Group sold out of Franklin Senior Loan ETF (FLBL) in Q3 2020, closing a stake of 197 shares — an estimated $5K sold.

Retirement Group first reported a position in FLBL in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 6 funds tracked by Wall St. Rank hold FLBL as of Q3 2020.

Retirement Group reported no remaining Franklin Senior Loan ETF position as of Q3 2020 after selling out during the quarter.
Retirement Group sold 197 Franklin Senior Loan ETF shares in Q3 2020, an estimated $5K.
Retirement Group first reported a position in Franklin Senior Loan ETF in Q4 2019 and held it in 2 quarters.
Retirement Group's Franklin Senior Loan ETF position peaked at $5K in Q2 2020.
6 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2020.

Based on Retirement Group's 13F filing for Q3 2020, filed 8 Sep 2021.