Concert Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-5,565
Closed -$611K 740
2016
Q3
$611K Sell
5,565
-799
-13% -$86.9K 0.07% 336
2016
Q2
$678K Buy
6,364
+3,925
+161% +$411K 0.09% 275
2016
Q1
$250K Sell
2,439
-926
-28% -$92.3K 0.03% 518
2015
Q4
$343K Sell
3,365
-1,424
-30% -$151K 0.05% 442
2015
Q3
$511K Sell
4,789
-4,184
-47% -$468K 0.07% 352
2015
Q2
$1.03M Buy
8,973
+3,338
+59% +$392K 0.13% 196
2015
Q1
$174K Buy
5,635
+406
+8% +$47.6K 0.05% 402
2014
Q4
$605K Buy
5,229
+946
+22% +$112K 0.09% 283
2014
Q3
$513K Sell
4,283
-146
-3% -$17.9K 0.07% 255
2014
Q2
$529K Sell
4,429
-189
-4% -$23.5K 0.06% 261
2014
Q1
$566K Sell
4,618
-768
-14% -$94.4K 0.07% 248
2013
Q4
$649K Sell
5,386
-194
-3% -$23.5K 0.08% 209
2013
Q3
$667K Buy
5,580
+733
+15% +$87.6K 0.09% 195
2013
Q2
$576K Buy
+4,847
New +$594K 0.09% 196

Other funds holding JNK

Concert Wealth Management's JNK Position: Q4 2016 in Review

Concert Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2016, closing a stake of 5,565 shares — an estimated $611K sold.

Concert Wealth Management first reported a position in JNK in Q2 2013 and held it in 14 quarters. The position peaked at $1.03M in Q2 2015. 437 funds tracked by Wall St. Rank hold JNK as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 5,565 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2016, an estimated $611K.
  • Concert Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.03M in Q2 2015.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.