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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$60K Buy
582
+15
+3% +$1.5K 0.01% 410
2015
Q4
$58K Sell
567
-114
-17% -$12.1K 0.01% 403
2015
Q3
$73K Sell
681
-65
-9% -$7.27K 0.02% 391
2015
Q2
$86K Sell
746
-49
-6% -$5.76K 0.02% 371
2015
Q1
$94K Buy
+795
New +$93.3K 0.03% 311

Other funds holding JNK

Gupta Wealth Management's JNK Position: Q1 2016 in Review

Gupta Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 2.6% in Q1 2016, buying an estimated $1.5K and bringing the position to 582 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #410.

Gupta Wealth Management first reported a position in JNK in Q1 2015 and has held it in 5 quarters since. The position peaked at $94K in Q1 2015. 387 funds tracked by Wall St. Rank hold JNK as of Q1 2016.

  • Gupta Wealth Management held 582 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $60K as of Q1 2016.
  • Gupta Wealth Management bought 15 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2016, an estimated $1.5K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #410 holding.
  • Gupta Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $94K in Q1 2015.
  • 387 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.