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

Altium Wealth Management’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
2020 Q1	–	Sell	-41,635	Closed	-$1.12M	–	353
2019 Q4	$1.12M	Hold	41,635	–	–	0.13%	86
2019 Q3	$1.13M	Buy	41,635 +4,750	+13%	+$128K	0.15%	82
2019 Q2	$1M	Buy	36,885 +16,775	+83%	+$455K	0.15%	82
2019 Q1	$548K	Buy	20,110 +5,746	+40%	+$155K	0.09%	149
2018 Q4	$374K	Buy	+14,364	New	+$386K	0.07%	178

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Altium Wealth Management's SJNK Position: Q1 2020 in Review

Altium Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2020, closing a stake of 41,635 shares — an estimated $1.12M sold.

Altium Wealth Management first reported a position in SJNK in Q4 2018 and held it in 5 quarters. The position peaked at $1.13M in Q3 2019. 238 funds tracked by Wall St. Rank hold SJNK as of Q1 2020.

Altium Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
Altium Wealth Management sold 41,635 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2020, an estimated $1.12M.
Altium Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and held it in 5 quarters.
Altium Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.13M in Q3 2019.
238 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2020.

Based on Altium Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.