Juncture Wealth Strategies’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Juncture Wealth Strategies’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 Q4	–	Sell	-8,675	Closed	-$239K	–	111
2018 Q3	$239K	Buy	8,675 +356	+4%	+$9.77K	0.13%	101
2018 Q2	$227K	Buy	+8,319	New	+$228K	0.12%	103

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Juncture Wealth Strategies's SJNK Position: Q4 2018 in Review

Juncture Wealth Strategies sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2018, closing a stake of 8,675 shares — an estimated $239K sold.

Juncture Wealth Strategies first reported a position in SJNK in Q2 2018 and held it in 2 quarters. The position peaked at $239K in Q3 2018. 254 funds tracked by Wall St. Rank hold SJNK as of Q4 2018.

Juncture Wealth Strategies reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
Juncture Wealth Strategies sold 8,675 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2018, an estimated $239K.
Juncture Wealth Strategies first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2018 and held it in 2 quarters.
Juncture Wealth Strategies's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $239K in Q3 2018.
254 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2018.

Based on Juncture Wealth Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.