TCI Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

TCI Wealth Advisors’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
2022 Q3	–	Sell	-49	Closed	-$2K	–	2570
2022 Q2	$2K	Buy	+49	New	+$2.13K	﹤0.01%	2050
2019 Q1	–	Sell	-153	Closed	-$7K	–	1543
2018 Q4	$7K	Buy	+153	New	+$7.11K	﹤0.01%	712
2018 Q3	–	Sell	-25	Closed	-$1K	–	1571
2018 Q2	$1K	Buy	+25	New	+$1.18K	﹤0.01%	1377
2018 Q1	–	Sell	-162	Closed	-$8K	–	1432
2017 Q4	$8K	Sell	162 -105	-39%	-$4.97K	﹤0.01%	688
2017 Q3	$13K	Sell	267 -25	-9%	-$1.18K	0.01%	552
2017 Q2	$14K	Buy	+292	New	+$13.9K	0.01%	533

Other funds holding SRLN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

TCI Wealth Advisors's SRLN Position: Q3 2022 in Review

TCI Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2022, closing a stake of 49 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in SRLN in Q2 2017 and held it in 6 quarters. The position peaked at $14K in Q2 2017. 518 funds tracked by Wall St. Rank hold SRLN as of Q3 2022.

TCI Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 49 State Street Blackstone Senior Loan ETF shares in Q3 2022, an estimated $2K.
TCI Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2017 and held it in 6 quarters.
TCI Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $14K in Q2 2017.
518 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.