CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2016 Q1	–	Sell	-20,398	Closed	-$524K	–	115
2015 Q4	$524K	Sell	20,398 -23,268	-53%	-$620K	0.09%	100
2015 Q3	$1.18M	Buy	43,666 +668	+2%	+$18.7K	0.22%	69
2015 Q2	$1.24M	Buy	+42,998	New	+$1.25M	0.25%	56

Other funds holding SJNK

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RIG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SJNK Position: Q1 2016 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2016, closing a stake of 20,398 shares — an estimated $524K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SJNK in Q2 2015 and held it in 3 quarters. The position peaked at $1.24M in Q2 2015. 183 funds tracked by Wall St. Rank hold SJNK as of Q1 2016.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2016 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 20,398 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2016, an estimated $524K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2015 and held it in 3 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.24M in Q2 2015.
183 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2016.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2016, filed 27 Apr 2016.