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Heritage Trust’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Heritage Trust’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
2018
Q1 		– Sell
-146
Closed -$4K – 405
2017
Q4 		$4K Sell
146
-199
-58% -$5.51K ﹤0.01% 335
2017
Q3 		$10K Buy
+345
New +$9.62K ﹤0.01% 284

Other funds holding SJNK

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Heritage Trust's SJNK Position: Q1 2018 in Review

Heritage Trust sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2018, closing a stake of 146 shares — an estimated $4K sold.

Heritage Trust first reported a position in SJNK in Q3 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2017. 252 funds tracked by Wall St. Rank hold SJNK as of Q1 2018.

  • Heritage Trust reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Heritage Trust sold 146 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2018, an estimated $4K.
  • Heritage Trust first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2017 and held it in 2 quarters.
  • Heritage Trust's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $10K in Q3 2017.
  • 252 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2018.

Based on Heritage Trust's 13F filing for Q1 2018, filed 14 May 2018.