Independent Portfolio Consultants’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Independent Portfolio Consultants’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 Q2	$59K	Sell	525 -578	-52%	-$64.3K	0.02%	498
2017 Q1	$122K	Sell	1,103 -2,680	-71%	-$296K	0.04%	411
2016 Q4	$414K	Sell	3,783 -1,540	-29%	-$168K	0.14%	232
2016 Q3	$586K	Sell	5,323 -210	-4%	-$22.8K	0.18%	200
2016 Q2	$592K	Buy	+5,533	New	+$580K	0.19%	192
2015 Q3	–	Sell	-93	Closed	-$11K	–	834
2015 Q2	$11K	Hold	93	–	–	﹤0.01%	767
2015 Q1	$11K	Sell	93 -44	-32%	-$5.16K	﹤0.01%	723
2014 Q4	$16K	Hold	137	–	–	﹤0.01%	674
2014 Q3	$16K	Hold	137	–	–	﹤0.01%	713
2014 Q2	$17K	Buy	+137	New	+$17K	﹤0.01%	790

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's JNK Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 52% in Q2 2017, selling an estimated $64.3K and leaving 525 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #498.

Independent Portfolio Consultants first reported a position in JNK in Q2 2014 and has held it in 10 quarters since. The position peaked at $592K in Q2 2016. 432 funds tracked by Wall St. Rank hold JNK as of Q2 2017.

Independent Portfolio Consultants held 525 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $59K as of Q2 2017.
Independent Portfolio Consultants sold 578 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2017, an estimated $64.3K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #498 holding.
Independent Portfolio Consultants first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2014 and has held it in 10 quarters since.
Independent Portfolio Consultants's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $592K in Q2 2016.
432 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.