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

Independent Portfolio Consultants’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
2014
Q3 		– Sell
-38,935
Closed -$1.21M – 934
2014
Q2 		$1.21M Buy
38,935
+795
+2% +$24.6K 0.34% 66
2014
Q1 		$1.18M Buy
+38,140
New +$1.18M 0.37% 61

Other funds holding SJNK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Portfolio Consultants's SJNK Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2014, closing a stake of 38,935 shares — an estimated $1.21M sold.

Independent Portfolio Consultants first reported a position in SJNK in Q1 2014 and held it in 2 quarters. The position peaked at $1.21M in Q2 2014. 190 funds tracked by Wall St. Rank hold SJNK as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 38,935 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2014, an estimated $1.21M.
  • Independent Portfolio Consultants first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.21M in Q2 2014.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.