Signature Wealth Management Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Signature Wealth Management Group’s Portfolio BKLN Stock Details BKLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,019	Closed	-$23K	–	95
2018 Q3	$23K	Hold	1,019	–	–	0.02%	140
2018 Q2	$23K	Hold	1,019	–	–	0.02%	137
2018 Q1	$24K	Hold	1,019	–	–	0.02%	134
2017 Q4	$23K	Buy	+1,019	New	+$23.5K	0.02%	135

Other funds holding BKLN

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signature Wealth Management Group's BKLN Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Invesco Senior Loan ETF (BKLN) in Q4 2018, closing a stake of 1,019 shares — an estimated $23K sold.

Signature Wealth Management Group first reported a position in BKLN in Q4 2017 and held it in 4 quarters. The position peaked at $24K in Q1 2018. 378 funds tracked by Wall St. Rank hold BKLN as of Q4 2018.

Signature Wealth Management Group reported no remaining Invesco Senior Loan ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 1,019 Invesco Senior Loan ETF shares in Q4 2018, an estimated $23K.
Signature Wealth Management Group first reported a position in Invesco Senior Loan ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Invesco Senior Loan ETF position peaked at $24K in Q1 2018.
378 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.