Clear Perspective Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Clear Perspective 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
2019 Q4	–	Sell	-589	Closed	-$64K	–	138
2019 Q3	$64K	Hold	589	–	–	0.03%	142
2019 Q2	$64K	Buy	+589	New	+$63.5K	0.04%	168
2018 Q3	–	Sell	-490	Closed	-$52K	–	294
2018 Q2	$52K	Buy	490 +218	+80%	+$23.4K	0.04%	245
2018 Q1	$29K	Buy	+272	New	+$29.6K	0.02%	276
2017 Q3	–	Sell	-36	Closed	-$4K	–	497
2017 Q2	$4K	Buy	+36	New	+$4K	﹤0.01%	400

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BAM

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

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

Clear Perspective Advisors's JNK Position: Q4 2019 in Review

Clear Perspective Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2019, closing a stake of 589 shares — an estimated $64K sold.

Clear Perspective Advisors first reported a position in JNK in Q2 2017 and held it in 5 quarters. The position peaked at $64K in Q3 2019. 519 funds tracked by Wall St. Rank hold JNK as of Q4 2019.

Clear Perspective Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 589 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2019, an estimated $64K.
Clear Perspective Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2017 and held it in 5 quarters.
Clear Perspective Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $64K in Q3 2019.
519 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.