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Stancorp Investment Advisers’s Invesco Senior Loan ETF BKLN Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$216K Buy
8,946
+1,289
+17% +$31K 0.1% 162
2014
Q4 		$184K Buy
+7,657
New +$185K 0.08% 175

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stancorp Investment Advisers's BKLN Position: Q1 2015 in Review

Stancorp Investment Advisers increased its Invesco Senior Loan ETF (BKLN) stake by 17% in Q1 2015, buying an estimated $31K and bringing the position to 8,946 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #162.

Stancorp Investment Advisers first reported a position in BKLN in Q4 2014 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold BKLN as of Q1 2015.

  • Stancorp Investment Advisers held 8,946 shares of Invesco Senior Loan ETF worth $216K as of Q1 2015.
  • Stancorp Investment Advisers bought 1,289 Invesco Senior Loan ETF shares in Q1 2015, an estimated $31K.
  • Invesco Senior Loan ETF made up 0.1% of Stancorp Investment Advisers's portfolio in Q1 2015, its #162 holding.
  • Stancorp Investment Advisers first reported a position in Invesco Senior Loan ETF in Q4 2014 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.