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Buckingham Strategic Wealth’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Buckingham Strategic 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
2015
Q3 		– Sell
-2,421
Closed -$279K – 223
2015
Q2 		$279K Buy
+2,421
New +$284K 0.09% 166

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Buckingham Strategic Wealth's JNK Position: Q3 2015 in Review

Buckingham Strategic Wealth sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2015, closing a stake of 2,421 shares — an estimated $279K sold.

Buckingham Strategic Wealth first reported a position in JNK in Q2 2015 and held it in 1 quarter. The position peaked at $279K in Q2 2015. 340 funds tracked by Wall St. Rank hold JNK as of Q3 2015.

  • Buckingham Strategic Wealth reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,421 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2015, an estimated $279K.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2015 and held it in 1 quarter.
  • Buckingham Strategic Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $279K in Q2 2015.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2015.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2015, filed 2 Nov 2015.