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KMS Financial Services’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

KMS Financial Services’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
Q2 		– Sell
-10,466
Closed -$325K – 572
2014
Q1 		$325K Sell
10,466
-6,303
-38% -$195K 0.05% 354
2013
Q4 		$518K Buy
16,769
+1,025
+7% +$31.5K 0.09% 255
2013
Q3 		$480K Buy
+15,744
New +$480K 0.12% 206

Other funds holding SJNK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KMS Financial Services's SJNK Position: Q2 2014 in Review

KMS Financial Services sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2014, closing a stake of 10,466 shares — an estimated $325K sold.

KMS Financial Services first reported a position in SJNK in Q3 2013 and held it in 3 quarters. The position peaked at $518K in Q4 2013. 182 funds tracked by Wall St. Rank hold SJNK as of Q2 2014.

  • KMS Financial Services reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 10,466 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2014, an estimated $325K.
  • KMS Financial Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2013 and held it in 3 quarters.
  • KMS Financial Services's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $518K in Q4 2013.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.