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Whitney & Co’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-140
Closed -$7K – 403
2018
Q3 		$7K Hold
140
– – ﹤0.01% 357
2018
Q2 		$7K Buy
+140
New +$6.62K ﹤0.01% 258

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whitney & Co's SRLN Position: Q4 2018 in Review

Whitney & Co sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2018, closing a stake of 140 shares — an estimated $7K sold.

Whitney & Co first reported a position in SRLN in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 231 funds tracked by Wall St. Rank hold SRLN as of Q4 2018.

  • Whitney & Co reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 140 State Street Blackstone Senior Loan ETF shares in Q4 2018, an estimated $7K.
  • Whitney & Co first reported a position in State Street Blackstone Senior Loan ETF in Q2 2018 and held it in 2 quarters.
  • Whitney & Co's State Street Blackstone Senior Loan ETF position peaked at $7K in Q3 2018.
  • 231 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.