Asset Planning Services (Pennsylvania)’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-4,373	Closed	-$118K	–	221
2019 Q3	$118K	Buy	4,373 +60	+1%	+$1.62K	0.05%	94
2019 Q2	$117K	Buy	4,313 +61	+1%	+$1.66K	0.05%	88
2019 Q1	$116K	Buy	4,252 +42	+1%	+$1.13K	0.05%	87
2018 Q4	$110K	Buy	+4,210	New	+$113K	0.06%	86

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

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

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

Asset Planning Services (Pennsylvania)'s SJNK Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2019, closing a stake of 4,373 shares — an estimated $118K sold.

Asset Planning Services (Pennsylvania) first reported a position in SJNK in Q4 2018 and held it in 4 quarters. The position peaked at $118K in Q3 2019. 280 funds tracked by Wall St. Rank hold SJNK as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 4,373 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2019, an estimated $118K.
Asset Planning Services (Pennsylvania) first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and held it in 4 quarters.
Asset Planning Services (Pennsylvania)'s State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $118K in Q3 2019.
280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.