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United Asset Strategies’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-6,096
Closed -$278K – 231
2020
Q4 		$278K Buy
+6,096
New +$274K 0.04% 178

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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

United Asset Strategies's SRLN Position: Q1 2021 in Review

United Asset Strategies sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2021, closing a stake of 6,096 shares — an estimated $278K sold.

United Asset Strategies first reported a position in SRLN in Q4 2020 and held it in 1 quarter. The position peaked at $278K in Q4 2020. 291 funds tracked by Wall St. Rank hold SRLN as of Q1 2021.

  • United Asset Strategies reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2021 after selling out during the quarter.
  • United Asset Strategies sold 6,096 State Street Blackstone Senior Loan ETF shares in Q1 2021, an estimated $278K.
  • United Asset Strategies first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and held it in 1 quarter.
  • United Asset Strategies's State Street Blackstone Senior Loan ETF position peaked at $278K in Q4 2020.
  • 291 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2021.

Based on United Asset Strategies's 13F filing for Q1 2021, filed 27 Apr 2021.