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

Evercore Wealth 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	–	Sell	-2,486	Closed	-$64K	–	1005
2015 Q4	$64K	Buy	+2,486	New	+$66.2K	﹤0.01%	552
2014 Q4	–	Sell	-1,650	Closed	-$49K	–	967
2014 Q3	$49K	Hold	1,650	–	–	﹤0.01%	615
2014 Q2	$51K	Hold	1,650	–	–	﹤0.01%	610
2014 Q1	$51K	Hold	1,650	–	–	﹤0.01%	590
2013 Q4	$51K	Buy	+1,650	New	+$50.8K	﹤0.01%	561

Other funds holding SJNK

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return

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

Evercore Wealth Management's SJNK Position: Q1 2016 in Review

Evercore Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2016, closing a stake of 2,486 shares — an estimated $64K sold.

Evercore Wealth Management first reported a position in SJNK in Q4 2013 and held it in 5 quarters. The position peaked at $64K in Q4 2015. 183 funds tracked by Wall St. Rank hold SJNK as of Q1 2016.

Evercore Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2016 after selling out during the quarter.
Evercore Wealth Management sold 2,486 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2016, an estimated $64K.
Evercore Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2013 and held it in 5 quarters.
Evercore Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $64K in Q4 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 Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.