Carlton Hofferkamp & Jenks Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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
2013 Q3	–	Sell	-5,312	Closed	-$629K	–	56
2013 Q2	$629K	Buy	+5,312	New	+$651K	1.01%	28

Other funds holding JNK

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Carlton Hofferkamp & Jenks Wealth Management's JNK Position: Q3 2013 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2013, closing a stake of 5,312 shares — an estimated $629K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in JNK in Q2 2013 and held it in 1 quarter. The position peaked at $629K in Q2 2013. 305 funds tracked by Wall St. Rank hold JNK as of Q3 2013.

Carlton Hofferkamp & Jenks Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2013 after selling out during the quarter.
Carlton Hofferkamp & Jenks Wealth Management sold 5,312 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2013, an estimated $629K.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and held it in 1 quarter.
Carlton Hofferkamp & Jenks Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $629K in Q2 2013.
305 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2013.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q3 2013, filed 22 Oct 2013.