Sequoia Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Sequoia Wealth Management’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
2019 Q2	–	Sell	-6,049	Closed	-$277K	–	73
2019 Q1	$277K	Buy	+6,049	New	+$278K	0.22%	60
2018 Q4	–	Sell	-5,485	Closed	-$258K	–	69
2018 Q3	$258K	Buy	+5,485	New	+$259K	0.22%	53

Other funds holding SRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sequoia Wealth Management's SRLN Position: Q2 2019 in Review

Sequoia Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2019, closing a stake of 6,049 shares — an estimated $277K sold.

Sequoia Wealth Management first reported a position in SRLN in Q3 2018 and held it in 2 quarters. The position peaked at $277K in Q1 2019. 216 funds tracked by Wall St. Rank hold SRLN as of Q2 2019.

Sequoia Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
Sequoia Wealth Management sold 6,049 State Street Blackstone Senior Loan ETF shares in Q2 2019, an estimated $277K.
Sequoia Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2018 and held it in 2 quarters.
Sequoia Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $277K in Q1 2019.
216 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2019.

Based on Sequoia Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.