Epstein & White Financial’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Epstein & White Financial’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
2018 Q4	–	Sell	-7,762	Closed	-$209K	–	98
2018 Q3	$209K	Sell	7,762 -2,117	-21%	-$58.1K	0.14%	86
2018 Q2	$266K	Sell	9,879 -2,179	-18%	-$59.7K	0.2%	85
2018 Q1	$325K	Sell	12,058 -12,664	-51%	-$348K	0.21%	78
2017 Q4	$674K	Buy	+24,722	New	+$685K	0.39%	41

Other funds holding SJNK

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

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Epstein & White Financial's SJNK Position: Q4 2018 in Review

Epstein & White Financial sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2018, closing a stake of 7,762 shares — an estimated $209K sold.

Epstein & White Financial first reported a position in SJNK in Q4 2017 and held it in 4 quarters. The position peaked at $674K in Q4 2017. 254 funds tracked by Wall St. Rank hold SJNK as of Q4 2018.

Epstein & White Financial reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
Epstein & White Financial sold 7,762 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2018, an estimated $209K.
Epstein & White Financial first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2017 and held it in 4 quarters.
Epstein & White Financial's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $674K in Q4 2017.
254 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.