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Kelleher Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Kelleher Financial Advisors’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
2016
Q2 		– Sell
-353
Closed -$36K – 166
2016
Q1 		$36K Buy
+353
New +$35.2K 0.02% 175

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Kelleher Financial Advisors's JNK Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2016, closing a stake of 353 shares — an estimated $36K sold.

Kelleher Financial Advisors first reported a position in JNK in Q1 2016 and held it in 1 quarter. The position peaked at $36K in Q1 2016. 381 funds tracked by Wall St. Rank hold JNK as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 353 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2016, an estimated $36K.
  • Kelleher Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $36K in Q1 2016.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.