SFSIG
SNLN

San Francisco Sentry Investment Group’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

San Francisco Sentry Investment Group’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-220
Closed -$4K – 961
2017
Q3 		$4K Buy
+220
New +$4.04K ﹤0.01% 785

Other funds holding SNLN

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MIS
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
DCM
Dearborn Capital Management Chicago, Illinois $41.6M AUM 2.79% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

San Francisco Sentry Investment Group's SNLN Position: Q4 2017 in Review

San Francisco Sentry Investment Group sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q4 2017, closing a stake of 220 shares — an estimated $4K sold.

San Francisco Sentry Investment Group first reported a position in SNLN in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 59 funds tracked by Wall St. Rank hold SNLN as of Q4 2017.

  • San Francisco Sentry Investment Group reported no remaining Highland/iBoxx Senior Loan ETF position as of Q4 2017 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 220 Highland/iBoxx Senior Loan ETF shares in Q4 2017, an estimated $4K.
  • San Francisco Sentry Investment Group first reported a position in Highland/iBoxx Senior Loan ETF in Q3 2017 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's Highland/iBoxx Senior Loan ETF position peaked at $4K in Q3 2017.
  • 59 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q4 2017.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2017, filed 7 Feb 2018.