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WealthTrust-Arizona’s Invesco Senior Loan ETF BKLN Stock Holding History

WealthTrust-Arizona’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-38
Closed -$1K – 622
2014
Q3 		$1K Hold
38
– – ﹤0.01% 595
2014
Q2 		$1K Buy
+38
New +$942 ﹤0.01% 586

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UBS Group
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IA
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QI
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthTrust-Arizona's BKLN Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Invesco Senior Loan ETF (BKLN) in Q4 2014, closing a stake of 38 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in BKLN in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2014. 277 funds tracked by Wall St. Rank hold BKLN as of Q4 2014.

  • WealthTrust-Arizona reported no remaining Invesco Senior Loan ETF position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 38 Invesco Senior Loan ETF shares in Q4 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Invesco Senior Loan ETF in Q2 2014 and held it in 2 quarters.
  • WealthTrust-Arizona's Invesco Senior Loan ETF position peaked at $1K in Q3 2014.
  • 277 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.