Lenox Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Lenox Wealth Management’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
2020 Q2	$35K	Buy	352 +195	+124%	+$19.4K	0.01%	298
2020 Q1	$14K	Buy	157 +5	+3%	+$525	﹤0.01%	357
2019 Q4	$17K	Buy	152 +54	+55%	+$5.86K	﹤0.01%	374
2019 Q3	$10K	Buy	98 +23	+31%	+$2.49K	﹤0.01%	451
2019 Q2	$8K	Sell	75 -118	-61%	-$12.7K	﹤0.01%	456
2019 Q1	$21K	Buy	+193	New	+$20.4K	0.01%	345
2017 Q2	–	Sell	-31	Closed	-$3K	–	491
2017 Q1	$3K	Hold	31	–	–	﹤0.01%	207
2016 Q4	$3K	Hold	31	–	–	﹤0.01%	210
2016 Q3	$3K	Hold	31	–	–	﹤0.01%	201
2016 Q2	$3K	Hold	31	–	–	﹤0.01%	208
2016 Q1	$3K	Hold	31	–	–	﹤0.01%	213
2015 Q4	$3K	Buy	+31	New	+$3.29K	﹤0.01%	218

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Lenox Wealth Management's JNK Position: Q2 2020 in Review

Lenox Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 124% in Q2 2020, buying an estimated $19.4K and bringing the position to 352 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #298.

Lenox Wealth Management first reported a position in JNK in Q4 2015 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JNK as of Q2 2020.

Lenox Wealth Management held 352 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $35K as of Q2 2020.
Lenox Wealth Management bought 195 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2020, an estimated $19.4K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #298 holding.
Lenox Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2015 and has held it in 12 quarters since.
478 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.