Outlook Wealth Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Outlook Wealth Advisors’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
2020 Q1	–	Sell	-7,792	Closed	-$210K	–	180
2019 Q4	$210K	Sell	7,792 -5,174	-40%	-$139K	0.12%	136
2019 Q3	$350K	Sell	12,966 -8,119	-39%	-$219K	0.21%	112
2019 Q2	$574K	Sell	21,085 -3,074	-13%	-$83.4K	0.38%	66
2019 Q1	$658K	Buy	+24,159	New	+$651K	0.54%	49

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Outlook Wealth Advisors's SJNK Position: Q1 2020 in Review

Outlook Wealth Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2020, closing a stake of 7,792 shares — an estimated $210K sold.

Outlook Wealth Advisors first reported a position in SJNK in Q1 2019 and held it in 4 quarters. The position peaked at $658K in Q1 2019. 238 funds tracked by Wall St. Rank hold SJNK as of Q1 2020.

Outlook Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 7,792 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2020, an estimated $210K.
Outlook Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2019 and held it in 4 quarters.
Outlook Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $658K in Q1 2019.
238 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2020.

Based on Outlook Wealth Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.