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YorkBridge Wealth Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

YorkBridge Wealth Partners’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
2017
Q1 		– Sell
-300
Closed -$7K – 880
2016
Q4 		$7K Buy
+300
New +$6.96K ﹤0.01% 642

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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's BKLN Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Invesco Senior Loan ETF (BKLN) in Q1 2017, closing a stake of 300 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in BKLN in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 386 funds tracked by Wall St. Rank hold BKLN as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Invesco Senior Loan ETF position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 300 Invesco Senior Loan ETF shares in Q1 2017, an estimated $7K.
  • YorkBridge Wealth Partners first reported a position in Invesco Senior Loan ETF in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Invesco Senior Loan ETF position peaked at $7K in Q4 2016.
  • 386 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.