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Round Table Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Round Table Services’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
Q1 		– Sell
-27,654
Closed -$1.31M – 127
2016
Q4 		$1.31M Buy
+27,654
New +$1.31M 0.53% 29

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Round Table Services's SRLN Position: Q1 2017 in Review

Round Table Services sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2017, closing a stake of 27,654 shares — an estimated $1.31M sold.

Round Table Services first reported a position in SRLN in Q4 2016 and held it in 1 quarter. The position peaked at $1.31M in Q4 2016. 140 funds tracked by Wall St. Rank hold SRLN as of Q1 2017.

  • Round Table Services reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2017 after selling out during the quarter.
  • Round Table Services sold 27,654 State Street Blackstone Senior Loan ETF shares in Q1 2017, an estimated $1.31M.
  • Round Table Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2016 and held it in 1 quarter.
  • Round Table Services's State Street Blackstone Senior Loan ETF position peaked at $1.31M in Q4 2016.
  • 140 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2017.

Based on Round Table Services's 13F filing for Q1 2017, filed 20 Apr 2017.