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Obermeyer Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-118
Closed -$14K – 179
2013
Q2 		$14K Buy
+118
New +$14.5K ﹤0.01% 235

Other funds holding JNK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Obermeyer Wealth Partners's JNK Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2013, closing a stake of 118 shares — an estimated $14K sold.

Obermeyer Wealth Partners first reported a position in JNK in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 305 funds tracked by Wall St. Rank hold JNK as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 118 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2013, an estimated $14K.
  • Obermeyer Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $14K in Q2 2013.
  • 305 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.