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

Avidian Wealth Enterprises’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 Q4	–	Sell	-15,740	Closed	-$434K	–	116
2018 Q3	$434K	Buy	+15,740	New	+$432K	0.14%	64
2015 Q2	–	Sell	-39,580	Closed	-$1K	–	45
2015 Q1	$1K	Buy	+39,580	New	+$1.15M	﹤0.01%	39
2014 Q4	–	Sell	-39,580	Closed	-$1.19M	–	43
2014 Q3	$1.19M	Sell	39,580 -455	-1%	-$13.8K	0.46%	22
2014 Q2	$1.24M	Buy	+40,035	New	+$1.24M	0.46%	23

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Avidian Wealth Enterprises's SJNK Position: Q4 2018 in Review

Avidian Wealth Enterprises sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2018, closing a stake of 15,740 shares — an estimated $434K sold.

Avidian Wealth Enterprises first reported a position in SJNK in Q2 2014 and held it in 4 quarters. The position peaked at $1.24M in Q2 2014. 254 funds tracked by Wall St. Rank hold SJNK as of Q4 2018.

Avidian Wealth Enterprises reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
Avidian Wealth Enterprises sold 15,740 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2018, an estimated $434K.
Avidian Wealth Enterprises first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2014 and held it in 4 quarters.
Avidian Wealth Enterprises's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.24M in Q2 2014.
254 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2018, filed 14 Feb 2019.