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Westwood Holdings Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Westwood Holdings Group’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
2020
Q1 		– Sell
-49,775
Closed -$2.32M – 502
2019
Q4 		$2.32M Buy
49,775
+5,175
+12% +$238K 0.02% 300
2019
Q3 		$2.07M Buy
+44,600
New +$2.06M 0.02% 297

Other funds holding SRLN

EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westwood Holdings Group's SRLN Position: Q1 2020 in Review

Westwood Holdings Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2020, closing a stake of 49,775 shares — an estimated $2.32M sold.

Westwood Holdings Group first reported a position in SRLN in Q3 2019 and held it in 2 quarters. The position peaked at $2.32M in Q4 2019. 192 funds tracked by Wall St. Rank hold SRLN as of Q1 2020.

  • Westwood Holdings Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 49,775 State Street Blackstone Senior Loan ETF shares in Q1 2020, an estimated $2.32M.
  • Westwood Holdings Group first reported a position in State Street Blackstone Senior Loan ETF in Q3 2019 and held it in 2 quarters.
  • Westwood Holdings Group's State Street Blackstone Senior Loan ETF position peaked at $2.32M in Q4 2019.
  • 192 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2020.

Based on Westwood Holdings Group's 13F filing for Q1 2020, filed 15 May 2020.