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Wealthcare Capital Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-141
Closed -$7K – 799
2015
Q1 		$7K Buy
+141
New +$6.9K ﹤0.01% 573

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthcare Capital Management's SRLN Position: Q2 2015 in Review

Wealthcare Capital Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2015, closing a stake of 141 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in SRLN in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 77 funds tracked by Wall St. Rank hold SRLN as of Q2 2015.

  • Wealthcare Capital Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 141 State Street Blackstone Senior Loan ETF shares in Q2 2015, an estimated $7K.
  • Wealthcare Capital Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's State Street Blackstone Senior Loan ETF position peaked at $7K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.