MC
SJNK icon

Mathes Company’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Mathes Company’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
2015
Q3 		– Sell
-15,400
Closed -$445K – 140
2015
Q2 		$445K Hold
15,400
– – 0.24% 100
2015
Q1 		$450K Hold
15,400
– – 0.23% 110
2014
Q4 		$445K Sell
15,400
-7,750
-33% -$229K 0.23% 108
2014
Q3 		$693K Sell
23,150
-14,500
-39% -$441K 0.35% 82
2014
Q2 		$1.17M Hold
37,650
– – 0.58% 60
2014
Q1 		$1.17M Buy
37,650
+400
+1% +$12.4K 0.62% 54
2013
Q4 		$1.15M Buy
+37,250
New +$1.15M 0.62% 51

Other funds holding SJNK

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return