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

Towerpoint Wealth’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
2019
Q4 		– Sell
-311
Closed -$14K – 81
2019
Q3 		$14K Buy
+311
New +$14.3K 0.01% 78

Other funds holding SRLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Towerpoint Wealth's SRLN Position: Q4 2019 in Review

Towerpoint Wealth sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2019, closing a stake of 311 shares — an estimated $14K sold.

Towerpoint Wealth first reported a position in SRLN in Q3 2019 and held it in 1 quarter. The position peaked at $14K in Q3 2019. 219 funds tracked by Wall St. Rank hold SRLN as of Q4 2019.

  • Towerpoint Wealth reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2019 after selling out during the quarter.
  • Towerpoint Wealth sold 311 State Street Blackstone Senior Loan ETF shares in Q4 2019, an estimated $14K.
  • Towerpoint Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q3 2019 and held it in 1 quarter.
  • Towerpoint Wealth's State Street Blackstone Senior Loan ETF position peaked at $14K in Q3 2019.
  • 219 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2019.

Based on Towerpoint Wealth's 13F filing for Q4 2019, filed 15 Jan 2020.