WAP
SNLN

Wealthcare Advisory Partners’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Wealthcare Advisory Partners’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
2020
Q2 		– Sell
-2,200
Closed -$34K – 1451
2020
Q1 		$34K Sell
2,200
-250
-10% -$4.2K 0.01% 595
2019
Q4 		$43K Hold
2,450
– – 0.01% 584
2019
Q3 		$43K Hold
2,450
– – 0.01% 571
2019
Q2 		$43K Hold
2,450
– – 0.01% 548
2019
Q1 		$43K Hold
2,450
– – 0.01% 499
2018
Q4 		$42K Hold
2,450
– – 0.01% 469
2018
Q3 		$45K Hold
2,450
– – 0.01% 495
2018
Q2 		$44K Buy
+2,450
New +$44.7K 0.01% 487
2018
Q1 		– Sell
-470
Closed -$9K – 1277
2017
Q4 		$9K Buy
+470
New +$8.58K ﹤0.01% 708

Other funds holding SNLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthcare Advisory Partners's SNLN Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q2 2020, closing a stake of 2,200 shares — an estimated $34K sold.

Wealthcare Advisory Partners first reported a position in SNLN in Q4 2017 and held it in 9 quarters. The position peaked at $45K in Q3 2018. 26 funds tracked by Wall St. Rank hold SNLN as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Highland/iBoxx Senior Loan ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,200 Highland/iBoxx Senior Loan ETF shares in Q2 2020, an estimated $34K.
  • Wealthcare Advisory Partners first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2017 and held it in 9 quarters.
  • Wealthcare Advisory Partners's Highland/iBoxx Senior Loan ETF position peaked at $45K in Q3 2018.
  • 26 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.