Texas Capital Bank Wealth Management Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Texas Capital Bank Wealth Management Services’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
2021 Q4	–	Sell	-54,590	Closed	-$2.51M	–	162
2021 Q3	$2.51M	Buy	+54,590	New	+$2.51M	0.26%	54

Other funds holding SRLN

Goldman Sachs New York $871B AUM 31.28% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

SCM

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

Texas Capital Bank Wealth Management Services's SRLN Position: Q4 2021 in Review

Texas Capital Bank Wealth Management Services sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2021, closing a stake of 54,590 shares — an estimated $2.51M sold.

Texas Capital Bank Wealth Management Services first reported a position in SRLN in Q3 2021 and held it in 1 quarter. The position peaked at $2.51M in Q3 2021. 469 funds tracked by Wall St. Rank hold SRLN as of Q4 2021.

Texas Capital Bank Wealth Management Services reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2021 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 54,590 State Street Blackstone Senior Loan ETF shares in Q4 2021, an estimated $2.51M.
Texas Capital Bank Wealth Management Services first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and held it in 1 quarter.
Texas Capital Bank Wealth Management Services's State Street Blackstone Senior Loan ETF position peaked at $2.51M in Q3 2021.
469 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2021.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2021, filed 7 Feb 2022.