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

TD Ameritrade 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
2020
Q3 		– Sell
-1
Closed – – 637
2020
Q2 		$0 Hold
1
– – ﹤0.01% 623
2020
Q1 		$0 Hold
1
– – ﹤0.01% 618
2019
Q4 		$0 Hold
1
– – ﹤0.01% 607
2019
Q3 		$0 Sell
1
-10,156
-100% -$230K ﹤0.01% 633
2019
Q2 		$230K Sell
10,157
-393,584
-97% -$8.97M ﹤0.01% 183
2019
Q1 		$9.14M Sell
403,741
-101,044
-20% -$2.28M 0.08% 70
2018
Q4 		$11M Buy
504,785
+501,685
+16,183% +$11.4M 0.1% 57
2018
Q3 		$72K Sell
3,100
-597
-16% -$13.8K ﹤0.01% 194
2018
Q2 		$85K Buy
3,697
+1,985
+116% +$45.8K ﹤0.01% 112
2018
Q1 		$40K Buy
1,712
+1,449
+551% +$33.5K ﹤0.01% 101
2017
Q4 		$6K Buy
+263
New +$6.07K ﹤0.01% 101

Other funds holding BKLN

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Ameritrade Investment Management's BKLN Position: Q3 2020 in Review

TD Ameritrade Investment Management sold out of Invesco Senior Loan ETF (BKLN) in Q3 2020, closing a stake of 1 share.

TD Ameritrade Investment Management first reported a position in BKLN in Q4 2017 and held it in 11 quarters. The position peaked at $11M in Q4 2018. 317 funds tracked by Wall St. Rank hold BKLN as of Q3 2020.

  • TD Ameritrade Investment Management reported no remaining Invesco Senior Loan ETF position as of Q3 2020 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1 Invesco Senior Loan ETF share in Q3 2020.
  • TD Ameritrade Investment Management first reported a position in Invesco Senior Loan ETF in Q4 2017 and held it in 11 quarters.
  • TD Ameritrade Investment Management's Invesco Senior Loan ETF position peaked at $11M in Q4 2018.
  • 317 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2020.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.