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Foster Victor Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Foster Victor Wealth Advisors’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
2020
Q1 		– Sell
-1,878
Closed -$206K – 109
2019
Q4 		$206K Buy
+1,878
New +$204K 0.09% 104

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Foster Victor Wealth Advisors's JNK Position: Q1 2020 in Review

Foster Victor Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2020, closing a stake of 1,878 shares — an estimated $206K sold.

Foster Victor Wealth Advisors first reported a position in JNK in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 445 funds tracked by Wall St. Rank hold JNK as of Q1 2020.

  • Foster Victor Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 1,878 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2020, an estimated $206K.
  • Foster Victor Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and held it in 1 quarter.
  • Foster Victor Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $206K in Q4 2019.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2020.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.