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

Baystate Wealth Management’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	-575	Closed	-$16K	–	655
2019 Q3	$16K	Buy	+575	New	+$15.5K	﹤0.01%	315
2016 Q3	–	Sell	-17,894	Closed	-$483K	–	59
2016 Q2	$483K	Sell	17,894 -700	-4%	-$18.5K	0.11%	34
2016 Q1	$480K	Buy	18,594 +911	+5%	+$23K	0.1%	30
2015 Q4	$454K	Buy	17,683 +1,616	+10%	+$43.1K	0.1%	30
2015 Q3	$433K	Buy	16,067 +732	+5%	+$20.5K	0.11%	31
2015 Q2	$443K	Buy	15,335 +275	+2%	+$8.03K	0.12%	33
2015 Q1	$440K	Buy	+15,060	New	+$439K	0.12%	33

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 22.96% 1-Year Est. Return

Baystate Wealth Management's SJNK Position: Q4 2019 in Review

Baystate Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2019, closing a stake of 575 shares — an estimated $16K sold.

Baystate Wealth Management first reported a position in SJNK in Q1 2015 and held it in 7 quarters. The position peaked at $483K in Q2 2016. 280 funds tracked by Wall St. Rank hold SJNK as of Q4 2019.

Baystate Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2019 after selling out during the quarter.
Baystate Wealth Management sold 575 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2019, an estimated $16K.
Baystate Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2015 and held it in 7 quarters.
Baystate Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $483K in Q2 2016.
280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2019.

Based on Baystate Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.