Mount Yale Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Mount Yale Investment Advisors’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
2018 Q4	–	Sell	-646	Closed	-$69K	–	539
2018 Q3	$69K	Hold	646	–	–	0.01%	545
2018 Q2	$69K	Hold	646	–	–	0.01%	570
2018 Q1	$70K	Buy	+646	New	+$70.3K	0.02%	550

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's JNK Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2018, closing a stake of 646 shares — an estimated $69K sold.

Mount Yale Investment Advisors first reported a position in JNK in Q1 2018 and held it in 3 quarters. The position peaked at $70K in Q1 2018. 461 funds tracked by Wall St. Rank hold JNK as of Q4 2018.

Mount Yale Investment Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 646 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2018, an estimated $69K.
Mount Yale Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $70K in Q1 2018.
461 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.