Berman Capital Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Berman Capital 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
2018 Q3	–	Sell	-2,833	Closed	-$302K	–	115
2018 Q2	$302K	Hold	2,833	–	–	0.11%	83
2018 Q1	$305K	Hold	2,833	–	–	0.12%	77
2017 Q4	$312K	Buy	+2,833	New	+$314K	0.1%	73

Other funds holding JNK

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Berman Capital Advisors's JNK Position: Q3 2018 in Review

Berman Capital Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2018, closing a stake of 2,833 shares — an estimated $302K sold.

Berman Capital Advisors first reported a position in JNK in Q4 2017 and held it in 3 quarters. The position peaked at $312K in Q4 2017. 458 funds tracked by Wall St. Rank hold JNK as of Q3 2018.

Berman Capital Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2018 after selling out during the quarter.
Berman Capital Advisors sold 2,833 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2018, an estimated $302K.
Berman Capital Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2017 and held it in 3 quarters.
Berman Capital Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $312K in Q4 2017.
458 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2018.

Based on Berman Capital Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.