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

Lenox Wealth Advisors’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
2016 Q4	–	Sell	-710	Closed	-$20K	–	174
2016 Q3	$20K	Buy	710 +208	+41%	+$5.68K	0.01%	141
2016 Q2	$14K	Buy	+502	New	+$13.3K	﹤0.01%	155
2014 Q1	–	Sell	-1,343	Closed	-$41K	–	310
2013 Q4	$41K	Buy	+1,343	New	+$41.3K	0.03%	75

Other funds holding SJNK

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

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

RIG

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

Lenox Wealth Advisors's SJNK Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2016, closing a stake of 710 shares — an estimated $20K sold.

Lenox Wealth Advisors first reported a position in SJNK in Q4 2013 and held it in 3 quarters. The position peaked at $41K in Q4 2013. 208 funds tracked by Wall St. Rank hold SJNK as of Q4 2016.

Lenox Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 710 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2016, an estimated $20K.
Lenox Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2013 and held it in 3 quarters.
Lenox Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $41K in Q4 2013.
208 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.