Clearwater Capital Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Clearwater Capital 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 Q1	–	Sell	-24,291	Closed	-$2.45M	–	195
2018 Q4	$2.45M	Sell	24,291 -19,764	-45%	-$2.06M	0.54%	60
2018 Q3	$4.76M	Sell	44,055 -7,931	-15%	-$853K	0.93%	28
2018 Q2	$5.53M	Buy	51,986 +1,183	+2%	+$127K	1.13%	24
2018 Q1	$5.46M	Buy	50,803 +4,968	+11%	+$541K	1.13%	23
2017 Q4	$5.05M	Buy	45,835 +864	+2%	+$95.7K	1.11%	24
2017 Q3	$5.02M	Sell	44,971 -4,751	-10%	-$529K	1.17%	22
2017 Q2	$5.5M	Buy	49,722 +6,626	+15%	+$737K	1.4%	17
2017 Q1	$4.75M	Buy	43,096 +11,396	+36%	+$1.26M	1.3%	18
2016 Q4	$3.48M	Buy	31,700 +3,778	+14%	+$411K	1.21%	23
2016 Q3	$3.06M	Buy	27,922 +2,822	+11%	+$307K	1.07%	27
2016 Q2	$2.67M	Buy	+25,100	New	+$2.63M	0.99%	32

Other funds holding JNK

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

Clearwater Capital Advisors's JNK Position: Q1 2019 in Review

Clearwater Capital Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2019, closing a stake of 24,291 shares — an estimated $2.45M sold.

Clearwater Capital Advisors first reported a position in JNK in Q2 2016 and held it in 11 quarters. The position peaked at $5.53M in Q2 2018. 476 funds tracked by Wall St. Rank hold JNK as of Q1 2019.

Clearwater Capital Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 24,291 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2019, an estimated $2.45M.
Clearwater Capital Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2016 and held it in 11 quarters.
Clearwater Capital Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $5.53M in Q2 2018.
476 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2019.

Based on Clearwater Capital Advisors's 13F filing for Q1 2019, filed 13 May 2019.