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

Emerson Investment 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
2016 Q1	$2.34M	Buy	90,731 +4,086	+5%	+$103K	0.44%	65
2015 Q4	$2.23M	Sell	86,645 -4,850	-5%	-$129K	0.43%	65
2015 Q3	$2.46M	Sell	91,495 -500	-0.5%	-$14K	0.49%	63
2015 Q2	$2.66M	Buy	91,995 +1,075	+1%	+$31.4K	0.5%	65
2015 Q1	$2.65M	Buy	90,920 +3,105	+4%	+$90.4K	0.48%	67
2014 Q4	$2.54M	Buy	87,815 +350	+0.4%	+$10.3K	0.49%	67
2014 Q3	$2.62M	Buy	87,465 +2,750	+3%	+$83.6K	0.52%	69
2014 Q2	$2.62M	Buy	84,715 +2,625	+3%	+$81.1K	0.52%	69
2014 Q1	$2.54M	Buy	+82,090	New	+$2.54M	0.52%	66

Other funds holding SJNK

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

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

RJA

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

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

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

Emerson Investment Management's SJNK Position: Q1 2016 in Review

Emerson Investment Management increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 4.7% in Q1 2016, buying an estimated $103K and bringing the position to 90,731 shares worth $2.34M. The position accounts for 0.44% of the portfolio, ranked #65.

Emerson Investment Management first reported a position in SJNK in Q1 2014 and has held it in 9 quarters since. The position peaked at $2.66M in Q2 2015. 183 funds tracked by Wall St. Rank hold SJNK as of Q1 2016.

Emerson Investment Management held 90,731 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $2.34M as of Q1 2016.
Emerson Investment Management bought 4,086 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2016, an estimated $103K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.44% of Emerson Investment Management's portfolio in Q1 2016, its #65 holding.
Emerson Investment Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2014 and has held it in 9 quarters since.
Emerson Investment Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.66M in Q2 2015.
183 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.