Baltimore-Washington Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio JNK Stock Details JNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-295	Closed	-$37K	–	312
2014 Q2	$37K	Hold	295	–	–	0.01%	175
2014 Q1	$37K	Hold	295	–	–	0.01%	150
2013 Q4	$36K	Buy	+295	New	+$35.8K	0.01%	183

Other funds holding JNK

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Baltimore-Washington Financial Advisors's JNK Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2014, closing a stake of 295 shares — an estimated $37K sold.

Baltimore-Washington Financial Advisors first reported a position in JNK in Q4 2013 and held it in 3 quarters. The position peaked at $37K in Q2 2014. 339 funds tracked by Wall St. Rank hold JNK as of Q3 2014.

Baltimore-Washington Financial Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2014 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 295 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2014, an estimated $37K.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2013 and held it in 3 quarters.
Baltimore-Washington Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $37K in Q2 2014.
339 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.