Brandywine Oak Private Wealth’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Brandywine Oak Private Wealth’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
2019 Q1	–	Sell	-355	Closed	-$21K	–	428
2018 Q4	$21K	Buy	+355	New	+$37.1K	﹤0.01%	443

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Brandywine Oak Private Wealth's JNK Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2019, closing a stake of 355 shares — an estimated $21K sold.

Brandywine Oak Private Wealth first reported a position in JNK in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 476 funds tracked by Wall St. Rank hold JNK as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 355 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2019, an estimated $21K.
Brandywine Oak Private Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $21K in Q4 2018.
476 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.