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

Aris Wealth Services’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
2015
Q2 		– Sell
-1,125
Closed -$33K – 535
2015
Q1 		$33K Buy
+1,125
New +$32.8K 0.03% 264
2014
Q1 		– Sell
-8,785
Closed -$271K – 106
2013
Q4 		$271K Hold
8,785
– – 0.46% 73
2013
Q3 		$268K Buy
+8,785
New +$268K 0.49% 71

Other funds holding SJNK

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aris Wealth Services's SJNK Position: Q2 2015 in Review

Aris Wealth Services sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2015, closing a stake of 1,125 shares — an estimated $33K sold.

Aris Wealth Services first reported a position in SJNK in Q3 2013 and held it in 3 quarters. The position peaked at $271K in Q4 2013. 209 funds tracked by Wall St. Rank hold SJNK as of Q2 2015.

  • Aris Wealth Services reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,125 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2015, an estimated $33K.
  • Aris Wealth Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2013 and held it in 3 quarters.
  • Aris Wealth Services's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $271K in Q4 2013.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.