Kavar Capital Partners Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Kavar Capital Partners Group’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
2015 Q2	–	Sell	-10,250	Closed	-$299K	–	534
2015 Q1	$299K	Hold	10,250	–	–	0.25%	89
2014 Q4	$296K	Sell	10,250 -3,767	-27%	-$111K	0.23%	106
2014 Q3	$420K	Buy	14,017 +8	+0.1%	+$243	0.36%	101
2014 Q2	$434K	Buy	14,009 +2,009	+17%	+$62.1K	0.37%	103
2014 Q1	$371K	Buy	+12,000	New	+$371K	0.31%	104

Other funds holding SJNK

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kavar Capital Partners Group's SJNK Position: Q2 2015 in Review

Kavar Capital Partners Group sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2015, closing a stake of 10,250 shares — an estimated $299K sold.

Kavar Capital Partners Group first reported a position in SJNK in Q1 2014 and held it in 5 quarters. The position peaked at $434K in Q2 2014. 210 funds tracked by Wall St. Rank hold SJNK as of Q2 2015.

Kavar Capital Partners Group reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2015 after selling out during the quarter.
Kavar Capital Partners Group sold 10,250 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2015, an estimated $299K.
Kavar Capital Partners Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2014 and held it in 5 quarters.
Kavar Capital Partners Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $434K in Q2 2014.
210 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2015.

Based on Kavar Capital Partners Group's 13F filing for Q2 2015, filed 1 May 2019.