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

EP Wealth Advisors’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
2019 Q1	–	Sell	-34,500	Closed	-$898K	–	267
2018 Q4	$898K	Sell	34,500 -39,900	-54%	-$1.07M	0.07%	130
2018 Q3	$2.05M	Hold	74,400	–	–	0.16%	75
2018 Q2	$2.03M	Hold	74,400	–	–	0.19%	64
2018 Q1	$2.04M	Buy	+74,400	New	+$2.05M	0.2%	68

Other funds holding SJNK

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

EP Wealth Advisors's SJNK Position: Q1 2019 in Review

EP Wealth Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2019, closing a stake of 34,500 shares — an estimated $898K sold.

EP Wealth Advisors first reported a position in SJNK in Q1 2018 and held it in 4 quarters. The position peaked at $2.05M in Q3 2018. 273 funds tracked by Wall St. Rank hold SJNK as of Q1 2019.

EP Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
EP Wealth Advisors sold 34,500 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2019, an estimated $898K.
EP Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2018 and held it in 4 quarters.
EP Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.05M in Q3 2018.
273 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2019.

Based on EP Wealth Advisors's 13F filing for Q1 2019, filed 20 May 2019.