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Chessman Wealth Strategies RIA’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Chessman Wealth Strategies RIA’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
-97,278
Closed -$9.8M – 24
2018
Q4 		$9.8M Buy
97,278
+96,982
+32,764% +$10.1M 10.44% 4
2018
Q3 		$32K Buy
+296
New +$31.8K 0.03% 75

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chessman Wealth Strategies RIA's JNK Position: Q1 2019 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2019, closing a stake of 97,278 shares — an estimated $9.8M sold.

Chessman Wealth Strategies RIA first reported a position in JNK in Q3 2018 and held it in 2 quarters. The position peaked at $9.8M in Q4 2018. 476 funds tracked by Wall St. Rank hold JNK as of Q1 2019.

  • Chessman Wealth Strategies RIA reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 97,278 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2019, an estimated $9.8M.
  • Chessman Wealth Strategies RIA first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2018 and held it in 2 quarters.
  • Chessman Wealth Strategies RIA's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $9.8M 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 Chessman Wealth Strategies RIA's 13F filing for Q1 2019, filed 9 Apr 2019.