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Badgley, Phelps & Bell’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Badgley, Phelps & Bell’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
2014
Q4 		– Sell
-79,655
Closed -$2.38M – 177
2014
Q3 		$2.38M Buy
79,655
+3,391
+4% +$103K 0.24% 102
2014
Q2 		$2.36M Buy
76,264
+922
+1% +$28.5K 0.24% 101
2014
Q1 		$2.33M Buy
75,342
+4,180
+6% +$129K 0.24% 103
2013
Q4 		$2.19M Buy
71,162
+706
+1% +$21.7K 0.23% 104
2013
Q3 		$2.15M Buy
+70,456
New +$2.15M 0.24% 101

Other funds holding SJNK

PRCM
Pine River Capital Management Minnetonka, Minnesota $2.12M AUM 4.47% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return