HFP
SJNK icon

Holistic Financial Partners’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-2,129
Closed -$58K – 308
2018
Q1 		$58K Hold
2,129
– – 0.05% 177
2017
Q4 		$59K Buy
+2,129
New +$59K 0.05% 177

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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holistic Financial Partners's SJNK Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2018, closing a stake of 2,129 shares — an estimated $58K sold.

Holistic Financial Partners first reported a position in SJNK in Q4 2017 and held it in 2 quarters. The position peaked at $59K in Q4 2017. 264 funds tracked by Wall St. Rank hold SJNK as of Q2 2018.

  • Holistic Financial Partners reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 2,129 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2018, an estimated $58K.
  • Holistic Financial Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $59K in Q4 2017.
  • 264 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.