Cahill Financial Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Cahill Financial Advisors’s Portfolio SJNK Stock Details SJNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-31,955	Closed	-$861K	–	111
2015 Q3	$861K	Sell	31,955 -13,039	-29%	-$365K	0.7%	44
2015 Q2	$1.3M	Sell	44,994 -11,072	-20%	-$323K	0.97%	33
2015 Q1	$1.64M	Buy	56,066 +3,493	+7%	+$102K	1.25%	29
2014 Q4	$1.52M	Buy	52,573 +4,351	+9%	+$128K	1.17%	28
2014 Q3	$1.44M	Buy	48,222 +6,400	+15%	+$195K	1.15%	30
2014 Q2	$1.29M	Buy	41,822 +3,874	+10%	+$120K	1.01%	33
2014 Q1	$1.18M	Buy	37,948 +13,071	+53%	+$404K	1%	33
2013 Q4	$768K	Buy	+24,877	New	+$765K	0.67%	39

Other funds holding SJNK

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cahill Financial Advisors's SJNK Position: Q4 2015 in Review

Cahill Financial Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2015, closing a stake of 31,955 shares — an estimated $861K sold.

Cahill Financial Advisors first reported a position in SJNK in Q4 2013 and held it in 8 quarters. The position peaked at $1.64M in Q1 2015. 194 funds tracked by Wall St. Rank hold SJNK as of Q4 2015.

Cahill Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2015 after selling out during the quarter.
Cahill Financial Advisors sold 31,955 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2015, an estimated $861K.
Cahill Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2013 and held it in 8 quarters.
Cahill Financial Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.64M in Q1 2015.
194 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2015.

Based on Cahill Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.