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

Concert Wealth Management’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
2017 Q3	$287K	Sell	10,392 -2,414	-19%	-$67.3K	1.16%	23
2017 Q2	$354K	Sell	12,806 -1,888	-13%	-$52.8K	0.34%	84
2017 Q1	$406K	Hold	14,694	–	–	0.09%	292
2016 Q4	$406K	Sell	14,694 -8,098	-36%	-$223K	0.09%	299
2016 Q3	$632K	Buy	22,792 +1,335	+6%	+$36.5K	0.08%	328
2016 Q2	$579K	Buy	+21,457	New	+$568K	0.08%	314
2016 Q1	–	Sell	-29,229	Closed	-$753K	–	710
2015 Q4	$753K	Sell	29,229 -25,208	-46%	-$672K	0.1%	255
2015 Q3	$1.47M	Sell	54,437 -94	-0.2%	-$2.63K	0.2%	126
2015 Q2	$1.58M	Sell	54,531 -12,810	-19%	-$374K	0.2%	123
2015 Q1	$1.8M	Buy	67,341 +51,880	+336%	+$1.51M	0.51%	46
2014 Q4	$447K	Buy	15,461 +355	+2%	+$10.5K	0.07%	347
2014 Q3	$452K	Sell	15,106 -940	-6%	-$28.6K	0.06%	287
2014 Q2	$486K	Sell	16,046 -250	-2%	-$7.72K	0.06%	283
2014 Q1	$506K	Sell	16,296 -6,974	-30%	-$216K	0.06%	266
2013 Q4	$720K	Buy	23,270 +2,787	+14%	+$85.8K	0.09%	197
2013 Q3	$625K	Sell	20,483 -6,236	-23%	-$190K	0.09%	208
2013 Q2	$806K	Buy	+26,719	New	+$822K	0.12%	134

Other funds holding SJNK

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

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

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return

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

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

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

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concert Wealth Management's SJNK Position: Q3 2017 in Review

Concert Wealth Management reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 19% in Q3 2017, selling an estimated $67.3K and leaving 10,392 shares worth $287K. The position accounts for 1.16% of the portfolio, ranked #23.

Concert Wealth Management first reported a position in SJNK in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.8M in Q1 2015. 220 funds tracked by Wall St. Rank hold SJNK as of Q3 2017.

Concert Wealth Management held 10,392 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $287K as of Q3 2017.
Concert Wealth Management sold 2,414 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2017, an estimated $67.3K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 1.16% of Concert Wealth Management's portfolio in Q3 2017, its #23 holding.
Concert Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2013 and has held it in 17 quarters since.
Concert Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.8M in Q1 2015.
220 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.