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

Peachtree 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
2015 Q3	–	Sell	-477	Closed	-$55K	–	187
2015 Q2	$55K	Sell	477 -183	-28%	-$21.5K	0.04%	186
2015 Q1	$78K	Sell	660 -630	-49%	-$73.9K	0.06%	176
2014 Q4	$149K	Sell	1,290 -43	-3%	-$5.1K	0.1%	157
2014 Q3	$161K	Buy	+1,333	New	+$164K	0.11%	146
2014 Q1	–	Sell	-1,693	Closed	-$206K	–	134
2013 Q4	$206K	Buy	+1,693	New	+$205K	0.14%	120

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

NSLI

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

Peachtree Investment Advisors's JNK Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2015, closing a stake of 477 shares — an estimated $55K sold.

Peachtree Investment Advisors first reported a position in JNK in Q4 2013 and held it in 5 quarters. The position peaked at $206K in Q4 2013. 340 funds tracked by Wall St. Rank hold JNK as of Q3 2015.

Peachtree Investment Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 477 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2015, an estimated $55K.
Peachtree Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2013 and held it in 5 quarters.
Peachtree Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $206K in Q4 2013.
340 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.