Polaris Wealth Advisory Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Polaris Wealth Advisory Group’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	-960	Closed	-$104K	–	303
2018 Q3	$104K	Buy	960 +603	+169%	+$64.8K	0.01%	188
2018 Q2	$38K	Sell	357 -960	-73%	-$103K	﹤0.01%	144
2018 Q1	$142K	Buy	+1,317	New	+$143K	0.01%	152
2017 Q4	–	Sell	-3,090	Closed	-$346K	–	156
2017 Q3	$346K	Buy	+3,090	New	+$344K	0.03%	113
2013 Q3	–	Sell	-6,207	Closed	-$735K	–	152
2013 Q2	$735K	Buy	+6,207	New	+$761K	0.3%	38

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

Polaris Wealth Advisory Group's JNK Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2018, closing a stake of 960 shares — an estimated $104K sold.

Polaris Wealth Advisory Group first reported a position in JNK in Q2 2013 and held it in 5 quarters. The position peaked at $735K in Q2 2013. 461 funds tracked by Wall St. Rank hold JNK as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 960 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2018, an estimated $104K.
Polaris Wealth Advisory Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and held it in 5 quarters.
Polaris Wealth Advisory Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $735K in Q2 2013.
461 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.