AFT Forsyth & Company’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

AFT Forsyth & Company’s Portfolio JNK Stock Details JNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,532	Closed	-$274K	–	142
2018 Q3	$274K	Sell	2,532 -500	-16%	-$53.7K	0.23%	121
2018 Q2	$323K	Hold	3,032	–	–	0.28%	110
2018 Q1	$326K	Hold	3,032	–	–	0.3%	107
2017 Q4	$334K	Buy	+3,032	New	+$336K	0.33%	107
2013 Q3	$718K	Buy	6,008 +133	+2%	+$15.9K	0.93%	30
2013 Q2	$696K	Buy	+5,875	New	+$720K	0.99%	29

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFT Forsyth & Company's JNK Position: Q4 2018 in Review

AFT Forsyth & Company sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2018, closing a stake of 2,532 shares — an estimated $274K sold.

AFT Forsyth & Company first reported a position in JNK in Q2 2013 and held it in 6 quarters. The position peaked at $718K in Q3 2013. 461 funds tracked by Wall St. Rank hold JNK as of Q4 2018.

AFT Forsyth & Company reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
AFT Forsyth & Company sold 2,532 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2018, an estimated $274K.
AFT Forsyth & Company first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and held it in 6 quarters.
AFT Forsyth & Company's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $718K in Q3 2013.
461 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2018.

Based on AFT Forsyth & Company's 13F filing for Q4 2018, filed 5 Feb 2019.