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

Transform 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
Q3 		– Sell
-7,818
Closed -$362K – 234
2019
Q2 		$362K Buy
+7,818
New +$362K 0.05% 194

Other funds holding SRLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transform Wealth's SRLN Position: Q3 2019 in Review

Transform Wealth sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2019, closing a stake of 7,818 shares — an estimated $362K sold.

Transform Wealth first reported a position in SRLN in Q2 2019 and held it in 1 quarter. The position peaked at $362K in Q2 2019. 203 funds tracked by Wall St. Rank hold SRLN as of Q3 2019.

  • Transform Wealth reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2019 after selling out during the quarter.
  • Transform Wealth sold 7,818 State Street Blackstone Senior Loan ETF shares in Q3 2019, an estimated $362K.
  • Transform Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q2 2019 and held it in 1 quarter.
  • Transform Wealth's State Street Blackstone Senior Loan ETF position peaked at $362K in Q2 2019.
  • 203 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.