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WealthOne’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-1,984
Closed -$89K – 481
2018
Q4 		$89K Buy
+1,984
New +$92.2K 0.08% 133

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WealthOne's SRLN Position: Q1 2019 in Review

WealthOne sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2019, closing a stake of 1,984 shares — an estimated $89K sold.

WealthOne first reported a position in SRLN in Q4 2018 and held it in 1 quarter. The position peaked at $89K in Q4 2018. 223 funds tracked by Wall St. Rank hold SRLN as of Q1 2019.

  • WealthOne reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,984 State Street Blackstone Senior Loan ETF shares in Q1 2019, an estimated $89K.
  • WealthOne first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's State Street Blackstone Senior Loan ETF position peaked at $89K in Q4 2018.
  • 223 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.