Cumberland Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Cumberland Partners’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
2021 Q2	–	Sell	-5,412	Closed	-$589K	–	187
2021 Q1	$589K	Hold	5,412	–	–	0.05%	148
2020 Q4	$590K	Sell	5,412 -2,900	-35%	-$309K	0.05%	135
2020 Q3	$867K	Buy	8,312 +3,400	+69%	+$355K	0.09%	104
2020 Q2	$497K	Buy	+4,912	New	+$489K	0.05%	134
2019 Q1	–	Sell	-3,133	Closed	-$316K	–	174
2018 Q4	$316K	Sell	3,133 -4,067	-56%	-$425K	0.04%	143
2018 Q3	$779K	Sell	7,200 -367	-5%	-$39.5K	0.07%	118
2018 Q2	$805K	Buy	+7,567	New	+$813K	0.08%	115

Other funds holding JNK

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Cumberland Partners's JNK Position: Q2 2021 in Review

Cumberland Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2021, closing a stake of 5,412 shares — an estimated $589K sold.

Cumberland Partners first reported a position in JNK in Q2 2018 and held it in 7 quarters. The position peaked at $867K in Q3 2020. 525 funds tracked by Wall St. Rank hold JNK as of Q2 2021.

Cumberland Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2021 after selling out during the quarter.
Cumberland Partners sold 5,412 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2021, an estimated $589K.
Cumberland Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2018 and held it in 7 quarters.
Cumberland Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $867K in Q3 2020.
525 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2021.

Based on Cumberland Partners's 13F filing for Q2 2021, filed 9 Aug 2021.