Evercore Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Evercore Wealth Management’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
2018 Q1	–	Sell	-221	Closed	-$24K	–	583
2017 Q4	$24K	Hold	221	–	–	﹤0.01%	700
2017 Q3	$25K	Hold	221	–	–	﹤0.01%	671
2017 Q2	$25K	Hold	221	–	–	﹤0.01%	679
2017 Q1	$25K	Hold	221	–	–	﹤0.01%	720
2016 Q4	$24K	Hold	221	–	–	﹤0.01%	728
2016 Q3	$24K	Sell	221 -314	-59%	-$34.2K	﹤0.01%	743
2016 Q2	$57K	Buy	535 +92	+21%	+$9.64K	﹤0.01%	554
2016 Q1	$46K	Hold	443	–	–	﹤0.01%	583
2015 Q4	$45K	Hold	443	–	–	﹤0.01%	611
2015 Q3	$47K	Hold	443	–	–	﹤0.01%	593
2015 Q2	$51K	Hold	443	–	–	﹤0.01%	633
2015 Q1	$52K	Buy	+443	New	+$52K	﹤0.01%	623
2014 Q4	–	Sell	-443	Closed	-$53K	–	934
2014 Q3	$53K	Hold	443	–	–	﹤0.01%	603
2014 Q2	$55K	Hold	443	–	–	﹤0.01%	598
2014 Q1	$55K	Sell	443 -511	-54%	-$62.8K	﹤0.01%	582
2013 Q4	$116K	Hold	954	–	–	0.01%	434
2013 Q3	$114K	Sell	954 -645	-40%	-$77.1K	0.01%	468
2013 Q2	$189K	Buy	+1,599	New	+$196K	0.01%	404

Other funds holding JNK

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Evercore Wealth Management's JNK Position: Q1 2018 in Review

Evercore Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2018, closing a stake of 221 shares — an estimated $24K sold.

Evercore Wealth Management first reported a position in JNK in Q2 2013 and held it in 18 quarters. The position peaked at $189K in Q2 2013. 471 funds tracked by Wall St. Rank hold JNK as of Q1 2018.

Evercore Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 221 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2018, an estimated $24K.
Evercore Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $189K in Q2 2013.
471 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.