WTB
SNLN

Washington Trust Bank’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Washington Trust Bank’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,184
Closed -$22K – 802
2015
Q3 		$22K Hold
1,184
– – 0.01% 511
2015
Q2 		$23K Hold
1,184
– – 0.01% 538
2015
Q1 		$23K Hold
1,184
– – 0.01% 557
2014
Q4 		$23K Hold
1,184
– – 0.01% 602
2014
Q3 		$23K Buy
+1,184
New +$23.4K 0.01% 585

Other funds holding SNLN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Washington Trust Bank's SNLN Position: Q4 2015 in Review

Washington Trust Bank sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q4 2015, closing a stake of 1,184 shares — an estimated $22K sold.

Washington Trust Bank first reported a position in SNLN in Q3 2014 and held it in 5 quarters. The position peaked at $23K in Q2 2015. 26 funds tracked by Wall St. Rank hold SNLN as of Q4 2015.

  • Washington Trust Bank reported no remaining Highland/iBoxx Senior Loan ETF position as of Q4 2015 after selling out during the quarter.
  • Washington Trust Bank sold 1,184 Highland/iBoxx Senior Loan ETF shares in Q4 2015, an estimated $22K.
  • Washington Trust Bank first reported a position in Highland/iBoxx Senior Loan ETF in Q3 2014 and held it in 5 quarters.
  • Washington Trust Bank's Highland/iBoxx Senior Loan ETF position peaked at $23K in Q2 2015.
  • 26 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q4 2015.

Based on Washington Trust Bank's 13F filing for Q4 2015, filed 21 Jan 2016.