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Wilson & Boucher Capital Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Wilson & Boucher 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
2022
Q3 		– Sell
-5,500
Closed -$229K – 96
2022
Q2 		$229K Hold
5,500
– – 0.25% 89
2022
Q1 		$247K Buy
+5,500
New +$248K 0.22% 97

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Wilson & Boucher Capital Management's SRLN Position: Q3 2022 in Review

Wilson & Boucher Capital Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2022, closing a stake of 5,500 shares — an estimated $229K sold.

Wilson & Boucher Capital Management first reported a position in SRLN in Q1 2022 and held it in 2 quarters. The position peaked at $247K in Q1 2022. 518 funds tracked by Wall St. Rank hold SRLN as of Q3 2022.

  • Wilson & Boucher Capital Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2022 after selling out during the quarter.
  • Wilson & Boucher Capital Management sold 5,500 State Street Blackstone Senior Loan ETF shares in Q3 2022, an estimated $229K.
  • Wilson & Boucher Capital Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 2 quarters.
  • Wilson & Boucher Capital Management's State Street Blackstone Senior Loan ETF position peaked at $247K in Q1 2022.
  • 518 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2022.

Based on Wilson & Boucher Capital Management's 13F filing for Q3 2022, filed 24 Oct 2022.