Hefty Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Hefty Wealth Partners’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
2017 Q1	–	Sell	-498	Closed	-$54K	–	260
2016 Q4	$54K	Buy	498 +92	+23%	+$10K	0.05%	114
2016 Q3	$44K	Hold	406	–	–	0.03%	137
2016 Q2	$43K	Buy	406 +16	+4%	+$1.68K	0.04%	115
2016 Q1	$40K	Sell	390 -21	-5%	-$2.09K	0.04%	115
2015 Q4	$41K	Buy	+411	New	+$43.6K	0.04%	114

Other funds holding JNK

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Hefty Wealth Partners's JNK Position: Q1 2017 in Review

Hefty Wealth Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2017, closing a stake of 498 shares — an estimated $54K sold.

Hefty Wealth Partners first reported a position in JNK in Q4 2015 and held it in 5 quarters. The position peaked at $54K in Q4 2016. 436 funds tracked by Wall St. Rank hold JNK as of Q1 2017.

Hefty Wealth Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2017 after selling out during the quarter.
Hefty Wealth Partners sold 498 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2017, an estimated $54K.
Hefty Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2015 and held it in 5 quarters.
Hefty Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $54K in Q4 2016.
436 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.