PWAG
SJNK icon

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

Polaris Wealth Advisory Group’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
2014
Q3 		– Sell
-661,286
Closed -$20.5M – 79
2014
Q2 		$20.5M Buy
661,286
+41,608
+7% +$1.29M 4.56% 7
2014
Q1 		$19.2M Buy
619,678
+18,201
+3% +$563K 4.49% 6
2013
Q4 		$18.6M Buy
601,477
+59,182
+11% +$1.82M 4.56% 6
2013
Q3 		$16.6M Buy
+542,295
New +$16.5M 5.15% 6

Other funds holding SJNK

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return