Beacon Investment Advisory Services’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Beacon Investment Advisory Services’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 Q1	–	Sell	-14,900	Closed	-$388K	–	253
2018 Q4	$388K	Hold	14,900	–	–	0.04%	178
2018 Q3	$411K	Hold	14,900	–	–	0.04%	172
2018 Q2	$407K	Hold	14,900	–	–	0.04%	176
2018 Q1	$408K	Buy	+14,900	New	+$410K	0.04%	173

Other funds holding SJNK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Beacon Investment Advisory Services's SJNK Position: Q1 2019 in Review

Beacon Investment Advisory Services sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2019, closing a stake of 14,900 shares — an estimated $388K sold.

Beacon Investment Advisory Services first reported a position in SJNK in Q1 2018 and held it in 4 quarters. The position peaked at $411K in Q3 2018. 273 funds tracked by Wall St. Rank hold SJNK as of Q1 2019.

Beacon Investment Advisory Services reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
Beacon Investment Advisory Services sold 14,900 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2019, an estimated $388K.
Beacon Investment Advisory Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2018 and held it in 4 quarters.
Beacon Investment Advisory Services's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $411K in Q3 2018.
273 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2019.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2019, filed 15 May 2019.