SHJ
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Sharkey, Howes & Javer’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Sharkey, Howes & Javer’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
2018
Q1 		– Sell
-204
Closed -$10K – 239
2017
Q4 		$10K Buy
+204
New +$9.65K 0.01% 149

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sharkey, Howes & Javer's SRLN Position: Q1 2018 in Review

Sharkey, Howes & Javer sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2018, closing a stake of 204 shares — an estimated $10K sold.

Sharkey, Howes & Javer first reported a position in SRLN in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 212 funds tracked by Wall St. Rank hold SRLN as of Q1 2018.

  • Sharkey, Howes & Javer reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2018 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 204 State Street Blackstone Senior Loan ETF shares in Q1 2018, an estimated $10K.
  • Sharkey, Howes & Javer first reported a position in State Street Blackstone Senior Loan ETF in Q4 2017 and held it in 1 quarter.
  • Sharkey, Howes & Javer's State Street Blackstone Senior Loan ETF position peaked at $10K in Q4 2017.
  • 212 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2018.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2018, filed 26 Apr 2018.