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

Clearwater Capital 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
2019 Q3	–	Sell	-61,696	Closed	-$1.68M	–	185
2019 Q2	$1.68M	Sell	61,696 -4,935	-7%	-$134K	0.31%	81
2019 Q1	$1.82M	Sell	66,631 -9,406	-12%	-$253K	0.34%	82
2018 Q4	$1.98M	Buy	76,037 +29,244	+62%	+$785K	0.43%	74
2018 Q3	$1.29M	Buy	46,793 +19,833	+74%	+$544K	0.25%	92
2018 Q2	$736K	Sell	26,960 -1,229	-4%	-$33.7K	0.15%	114
2018 Q1	$772K	Sell	28,189 -6,295	-18%	-$173K	0.16%	110
2017 Q4	$950K	Sell	34,484 -2,416	-7%	-$67K	0.21%	97
2017 Q3	$1.03M	Sell	36,900 -10,193	-22%	-$284K	0.24%	91
2017 Q2	$1.31M	Sell	47,093 -12,013	-20%	-$336K	0.33%	78
2017 Q1	$1.65M	Sell	59,106 -23,093	-28%	-$644K	0.45%	64
2016 Q4	$2.28M	Sell	82,199 -50,329	-38%	-$1.39M	0.79%	40
2016 Q3	$3.65M	Sell	132,528 -194	-0.1%	-$5.3K	1.28%	24
2016 Q2	$3.57M	Buy	+132,722	New	+$3.51M	1.32%	21

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearwater Capital Advisors's SJNK Position: Q3 2019 in Review

Clearwater Capital Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2019, closing a stake of 61,696 shares — an estimated $1.68M sold.

Clearwater Capital Advisors first reported a position in SJNK in Q2 2016 and held it in 13 quarters. The position peaked at $3.65M in Q3 2016. 254 funds tracked by Wall St. Rank hold SJNK as of Q3 2019.

Clearwater Capital Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 61,696 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2019, an estimated $1.68M.
Clearwater Capital Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2016 and held it in 13 quarters.
Clearwater Capital Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.65M in Q3 2016.
254 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2019.

Based on Clearwater Capital Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.