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Sonora Investment Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Sonora Investment Management’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
2019
Q2 		– Sell
-2,563
Closed -$58K – 1670
2019
Q1 		$58K Buy
+2,563
New +$57.9K 0.01% 432
2018
Q2 		– Sell
-1,955
Closed -$45.2K – 1176
2018
Q1 		$45.2K Buy
+1,955
New +$45.2K 0.01% 411
2017
Q3 		– Sell
-284
Closed -$6.57K – 1184
2017
Q2 		$6.57K Buy
+284
New +$6.6K ﹤0.01% 796

Other funds holding BKLN

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sonora Investment Management's BKLN Position: Q2 2019 in Review

Sonora Investment Management sold out of Invesco Senior Loan ETF (BKLN) in Q2 2019, closing a stake of 2,563 shares — an estimated $58K sold.

Sonora Investment Management first reported a position in BKLN in Q2 2017 and held it in 3 quarters. The position peaked at $58K in Q1 2019. 349 funds tracked by Wall St. Rank hold BKLN as of Q2 2019.

  • Sonora Investment Management reported no remaining Invesco Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 2,563 Invesco Senior Loan ETF shares in Q2 2019, an estimated $58K.
  • Sonora Investment Management first reported a position in Invesco Senior Loan ETF in Q2 2017 and held it in 3 quarters.
  • Sonora Investment Management's Invesco Senior Loan ETF position peaked at $58K in Q1 2019.
  • 349 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.