Acorn Wealth Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Acorn Wealth Advisors’s Portfolio SJNK Stock Details SJNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,119	Closed	-$30K	–	386
2018 Q2	$30K	Hold	1,119	–	–	0.03%	343
2018 Q1	$31K	Hold	1,119	–	–	0.03%	335
2017 Q4	$31K	Buy	+1,119	New	+$31K	0.03%	324

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Acorn Wealth Advisors's SJNK Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2018, closing a stake of 1,119 shares — an estimated $30K sold.

Acorn Wealth Advisors first reported a position in SJNK in Q4 2017 and held it in 3 quarters. The position peaked at $31K in Q1 2018. 270 funds tracked by Wall St. Rank hold SJNK as of Q3 2018.

Acorn Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,119 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2018, an estimated $30K.
Acorn Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $31K in Q1 2018.
270 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.