Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CWM
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
Shares
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
$147B AUM
18.73%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
WI
WBI Investments
Red Bank, New Jersey
$362M AUM
23.75%
1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Tokyo, Japan
$40.6B AUM
25.18%
1-Year Est. Return
BAM
BTS Asset Management
Lincoln, Massachusetts
$25.9M AUM
2.16%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
QI
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
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close