Madison Investment Holdings’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Madison Investment Holdings’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	-16,944	Closed	-$469K	–	255
2016 Q3	$469K	Sell	16,944 -94,296	-85%	-$2.58M	0.01%	217
2016 Q2	$3M	Sell	111,240 -134,371	-55%	-$3.56M	0.06%	172
2016 Q1	$6.34M	Sell	245,611 -143,865	-37%	-$3.63M	0.13%	143
2015 Q4	$10M	Sell	389,476 -759,064	-66%	-$20.2M	0.22%	124
2015 Q3	$30.9M	Sell	1,148,540 -140,512	-11%	-$3.93M	0.68%	52
2015 Q2	$37.3M	Buy	1,289,052 +423,825	+49%	+$12.4M	0.75%	41
2015 Q1	$25.3M	Buy	+865,227	New	+$25.2M	0.5%	80

Other funds holding SJNK

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $871B AUM 31.28% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

Madison Investment Holdings's SJNK Position: Q4 2016 in Review

Madison Investment Holdings sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2016, closing a stake of 16,944 shares — an estimated $469K sold.

Madison Investment Holdings first reported a position in SJNK in Q1 2015 and held it in 7 quarters. The position peaked at $37.3M in Q2 2015. 208 funds tracked by Wall St. Rank hold SJNK as of Q4 2016.

Madison Investment Holdings reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2016 after selling out during the quarter.
Madison Investment Holdings sold 16,944 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2016, an estimated $469K.
Madison Investment Holdings first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2015 and held it in 7 quarters.
Madison Investment Holdings's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $37.3M in Q2 2015.
208 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2016.

Based on Madison Investment Holdings's 13F filing for Q4 2016, filed 14 Feb 2017.