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Vector Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Vector Wealth 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
2013
Q4 		– Sell
-36,695
Closed -$906K – 58
2013
Q3 		$906K Buy
36,695
+22,056
+151% +$547K 0.66% 14
2013
Q2 		$362K Buy
+14,639
New +$367K 0.27% 35

Other funds holding BKLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Vector Wealth Management's BKLN Position: Q4 2013 in Review

Vector Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q4 2013, closing a stake of 36,695 shares — an estimated $906K sold.

Vector Wealth Management first reported a position in BKLN in Q2 2013 and held it in 2 quarters. The position peaked at $906K in Q3 2013. 273 funds tracked by Wall St. Rank hold BKLN as of Q4 2013.

  • Vector Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q4 2013 after selling out during the quarter.
  • Vector Wealth Management sold 36,695 Invesco Senior Loan ETF shares in Q4 2013, an estimated $906K.
  • Vector Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2013 and held it in 2 quarters.
  • Vector Wealth Management's Invesco Senior Loan ETF position peaked at $906K in Q3 2013.
  • 273 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2013.

Based on Vector Wealth Management's 13F filing for Q4 2013, filed 19 Jan 2017.