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Winslow Evans & Crocker’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Winslow Evans & Crocker’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
Q4 		$125K Buy
2,740
+760
+38% +$34.2K 0.02% 402
2020
Q3 		$89K Hold
1,980
– – 0.02% 375
2020
Q2 		$86K Hold
1,980
– – 0.02% 378
2020
Q1 		$80K Hold
1,980
– – 0.03% 359
2019
Q4 		$94K Hold
1,980
– – 0.02% 407
2019
Q3 		$92K Hold
1,980
– – 0.03% 414
2019
Q2 		$92K Buy
1,980
+446
+29% +$20.7K 0.03% 418
2019
Q1 		$72K Hold
1,534
– – 0.02% 431
2018
Q4 		$70K Buy
1,534
+22
+1% +$1.02K 0.02% 412
2018
Q3 		$72K Buy
1,512
+440
+41% +$20.7K 0.02% 426
2018
Q2 		$52K Buy
1,072
+78
+8% +$3.69K 0.02% 486
2018
Q1 		$47.1K Sell
994
-4
-0.4% -$190 0.02% 491
2017
Q4 		$47.1K Buy
998
+568
+132% +$26.9K 0.02% 506
2017
Q3 		$20.4K Hold
430
– – 0.01% 658
2017
Q2 		$20.4K Hold
430
– – 0.01% 746
2017
Q1 		$20.4K Hold
430
– – 0.01% 731
2016
Q4 		$20.4K Hold
430
– – 0.01% 715
2016
Q3 		$20.3K Sell
430
-480
-53% -$22.6K 0.01% 728
2016
Q2 		$42.5K Buy
910
+431
+90% +$20.1K 0.01% 551
2016
Q1 		$22.3K Sell
479
-1,023
-68% -$47K 0.01% 675
2015
Q4 		$69.2K Hold
1,502
– – 0.02% 468
2015
Q3 		$71.6K Buy
1,502
+996
+197% +$48.4K 0.02% 448
2015
Q2 		$24.9K Buy
+506
New +$25K 0.01% 711

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Winslow Evans & Crocker's SRLN Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 38% in Q4 2020, buying an estimated $34.2K and bringing the position to 2,740 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #402.

Winslow Evans & Crocker first reported a position in SRLN in Q2 2015 and has held it in 23 quarters since. 222 funds tracked by Wall St. Rank hold SRLN as of Q4 2020.

  • Winslow Evans & Crocker held 2,740 shares of State Street Blackstone Senior Loan ETF worth $125K as of Q4 2020.
  • Winslow Evans & Crocker bought 760 State Street Blackstone Senior Loan ETF shares in Q4 2020, an estimated $34.2K.
  • State Street Blackstone Senior Loan ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #402 holding.
  • Winslow Evans & Crocker first reported a position in State Street Blackstone Senior Loan ETF in Q2 2015 and has held it in 23 quarters since.
  • 222 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.