Blue Bell Private Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-250
Closed -$31K 420
2014
Q1
$31K Hold
250
0.02% 245
2013
Q4
$30K Buy
+250
New +$30.3K 0.02% 258

Other funds holding JNK

Blue Bell Private Wealth Management's JNK Position: Q2 2014 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2014, closing a stake of 250 shares — an estimated $31K sold.

Blue Bell Private Wealth Management first reported a position in JNK in Q4 2013 and held it in 2 quarters. The position peaked at $31K in Q1 2014. 347 funds tracked by Wall St. Rank hold JNK as of Q2 2014.

  • Blue Bell Private Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 250 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2014, an estimated $31K.
  • Blue Bell Private Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2013 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $31K in Q1 2014.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2014.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2014, filed 29 Jul 2014.