Greenwood Capital Associates’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Greenwood Capital Associates’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
2014 Q3	–	Sell	-8,995	Closed	-$1.13M	–	150
2014 Q2	$1.13M	Sell	8,995 -168	-2%	-$20.9K	0.35%	81
2014 Q1	$1.14M	Sell	9,163 -402	-4%	-$49.4K	0.37%	80
2013 Q4	$1.16M	Sell	9,565 -2,776	-22%	-$337K	0.36%	88
2013 Q3	$1.48M	Buy	+12,341	New	+$1.47M	0.52%	79

Other funds holding JNK

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

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

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

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Greenwood Capital Associates's JNK Position: Q3 2014 in Review

Greenwood Capital Associates sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2014, closing a stake of 8,995 shares — an estimated $1.13M sold.

Greenwood Capital Associates first reported a position in JNK in Q3 2013 and held it in 4 quarters. The position peaked at $1.48M in Q3 2013. 340 funds tracked by Wall St. Rank hold JNK as of Q3 2014.

Greenwood Capital Associates reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2014 after selling out during the quarter.
Greenwood Capital Associates sold 8,995 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2014, an estimated $1.13M.
Greenwood Capital Associates first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2013 and held it in 4 quarters.
Greenwood Capital Associates's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.48M in Q3 2013.
340 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2014.

Based on Greenwood Capital Associates's 13F filing for Q3 2014, filed 18 Nov 2014.