RAFFA WEALTH MANAGEMENT, LLC’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2018 Q2	–	Sell	-1,000	Closed	-$47.4K	–	733
2018 Q1	$47.4K	Hold	1,000	–	–	0.02%	123
2017 Q4	$47.2K	Sell	1,000 -2,150	-68%	-$102K	0.02%	131
2017 Q3	$149K	Buy	3,150 +13	+0.4%	+$616	0.06%	94
2017 Q2	$149K	Buy	3,137 +2,137	+214%	+$101K	0.06%	88
2017 Q1	$47.5K	Hold	1,000	–	–	0.02%	100
2016 Q4	$47.5K	Hold	1,000	–	–	0.02%	98
2016 Q3	$47.3K	Hold	1,000	–	–	0.03%	90
2016 Q2	$46.7K	Sell	1,000 -500	-33%	-$23.4K	0.03%	87
2016 Q1	$69.7K	Hold	1,500	–	–	0.04%	76
2015 Q4	$69.2K	Hold	1,500	–	–	0.04%	70
2015 Q3	$71.6K	Hold	1,500	–	–	0.04%	71
2015 Q2	$73.9K	Hold	1,500	–	–	0.04%	71
2015 Q1	$73.9K	Buy	1,500 +500	+50%	+$24.5K	0.04%	62
2014 Q4	$48.8K	Buy	+1,000	New	+$48.9K	0.03%	78
2014 Q1	–	Sell	-1,000	Closed	-$48.8K	–	667
2013 Q4	$48.8K	Buy	+1,000	New	+$50K	0.03%	78

Other funds holding SRLN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SRLN Position: Q2 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2018, closing a stake of 1,000 shares — an estimated $47.4K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SRLN in Q4 2013 and held it in 15 quarters. The position peaked at $149K in Q3 2017. 237 funds tracked by Wall St. Rank hold SRLN as of Q2 2018.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2018 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 1,000 State Street Blackstone Senior Loan ETF shares in Q2 2018, an estimated $47.4K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Blackstone Senior Loan ETF in Q4 2013 and held it in 15 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street Blackstone Senior Loan ETF position peaked at $149K in Q3 2017.
237 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2018.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2018, filed 27 Jul 2026.