TWA
SNLN

TCI Wealth Advisors’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

TCI Wealth Advisors’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-124
Closed -$2K – 1407
2016
Q4 		$2K Buy
+124
New +$2.31K ﹤0.01% 1069

Other funds holding SNLN

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TCI Wealth Advisors's SNLN Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q1 2017, closing a stake of 124 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in SNLN in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 62 funds tracked by Wall St. Rank hold SNLN as of Q1 2017.

  • TCI Wealth Advisors reported no remaining Highland/iBoxx Senior Loan ETF position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 124 Highland/iBoxx Senior Loan ETF shares in Q1 2017, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's Highland/iBoxx Senior Loan ETF position peaked at $2K in Q4 2016.
  • 62 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.