Burt Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Burt Wealth 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
2016 Q4	–	Sell	-83	Closed	-$9K	–	416
2016 Q3	$9K	Buy	+83	New	+$9.03K	0.01%	271

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

BAM

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

Burt Wealth Advisors's JNK Position: Q4 2016 in Review

Burt Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2016, closing a stake of 83 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in JNK in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 437 funds tracked by Wall St. Rank hold JNK as of Q4 2016.

Burt Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2016 after selling out during the quarter.
Burt Wealth Advisors sold 83 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2016, an estimated $9K.
Burt Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2016 and held it in 1 quarter.
Burt Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $9K in Q3 2016.
437 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.