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

Beacon Trust’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
-7,172
Closed -$215K – 230
2014
Q3 		$215K Hold
7,172
– – 0.04% 185
2014
Q2 		$222K Buy
+7,172
New +$222K 0.04% 181

Other funds holding SJNK

PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Trust's SJNK Position: Q4 2014 in Review

Beacon Trust sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2014, closing a stake of 7,172 shares — an estimated $215K sold.

Beacon Trust first reported a position in SJNK in Q2 2014 and held it in 2 quarters. The position peaked at $222K in Q2 2014. 203 funds tracked by Wall St. Rank hold SJNK as of Q4 2014.

  • Beacon Trust reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Beacon Trust sold 7,172 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2014, an estimated $215K.
  • Beacon Trust first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2014 and held it in 2 quarters.
  • Beacon Trust's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $222K in Q2 2014.
  • 203 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2014.

Based on Beacon Trust's 13F filing for Q4 2014, filed 30 Jan 2015.