Long Wharf Investors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$2.53M Buy
81,712
+4,008
+5% +$124K 1.99% 8
2014
Q1
$2.41M Sell
77,704
-5,452
-7% -$168K 2.06% 7
2013
Q4
$2.56M Buy
83,156
+13,530
+19% +$416K 2.32% 8
2013
Q3
$2.13M Buy
69,626
+6,798
+11% +$207K 2.03% 11
2013
Q2
$1.9M Buy
+62,828
New +$1.93M 1.86% 17

Other funds holding SJNK

Long Wharf Investors's SJNK Position: Q2 2014 in Review

Long Wharf Investors increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 5.2% in Q2 2014, buying an estimated $124K and bringing the position to 81,712 shares worth $2.53M. The position accounts for 1.99% of the portfolio, ranked #8.

Long Wharf Investors first reported a position in SJNK in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.56M in Q4 2013. 182 funds tracked by Wall St. Rank hold SJNK as of Q2 2014.

  • Long Wharf Investors held 81,712 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $2.53M as of Q2 2014.
  • Long Wharf Investors bought 4,008 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2014, an estimated $124K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 1.99% of Long Wharf Investors's portfolio in Q2 2014, its #8 holding.
  • Long Wharf Investors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2013 and has held it in 5 quarters since.
  • Long Wharf Investors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.56M 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 Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.