Klingman & Associates’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Klingman & Associates’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 Q4	–	Sell	-1,362	Closed	-$150K	–	211
2016 Q3	$150K	Sell	1,362 -227	-14%	-$24.7K	0.05%	108
2016 Q2	$170K	Sell	1,589 -472	-23%	-$49.5K	0.06%	105
2016 Q1	$212K	Buy	2,061 +4	+0.2%	+$399	0.08%	92
2015 Q4	$209K	Sell	2,057 -848	-29%	-$90K	0.08%	108
2015 Q3	$310K	Sell	2,905 -1,704	-37%	-$191K	0.12%	82
2015 Q2	$531K	Buy	4,609 +1,777	+63%	+$209K	0.21%	53
2015 Q1	$333K	Buy	2,832 +3	+0.1%	+$352	0.14%	68
2014 Q4	$327K	Buy	+2,829	New	+$336K	0.14%	69

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Klingman & Associates's JNK Position: Q4 2016 in Review

Klingman & Associates sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2016, closing a stake of 1,362 shares — an estimated $150K sold.

Klingman & Associates first reported a position in JNK in Q4 2014 and held it in 8 quarters. The position peaked at $531K in Q2 2015. 437 funds tracked by Wall St. Rank hold JNK as of Q4 2016.

Klingman & Associates reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 1,362 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2016, an estimated $150K.
Klingman & Associates first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2014 and held it in 8 quarters.
Klingman & Associates's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $531K in Q2 2015.
437 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.