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Independence Trust’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Independence Trust’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
2015
Q1 		– Sell
-2,100
Closed -$243K – 128
2014
Q4 		$243K Buy
+2,100
New +$249K 0.15% 108

Other funds holding JNK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Independence Trust's JNK Position: Q1 2015 in Review

Independence Trust sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2015, closing a stake of 2,100 shares — an estimated $243K sold.

Independence Trust first reported a position in JNK in Q4 2014 and held it in 1 quarter. The position peaked at $243K in Q4 2014. 371 funds tracked by Wall St. Rank hold JNK as of Q1 2015.

  • Independence Trust reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Independence Trust sold 2,100 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2015, an estimated $243K.
  • Independence Trust first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2014 and held it in 1 quarter.
  • Independence Trust's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $243K in Q4 2014.
  • 371 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2015.

Based on Independence Trust's 13F filing for Q1 2015, filed 21 Apr 2015.