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

Rushmore Investment 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
2013
Q2 		$543K Buy
+18,002
New +$554K 0.11% 141

Other funds holding SJNK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rushmore Investment Advisors's SJNK Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2013: 18,002 shares worth $543K. The stake represents 0.11% of the portfolio and ranks #141 among its holdings.

90 funds tracked by Wall St. Rank hold SJNK as of Q2 2013.

  • Rushmore Investment Advisors held 18,002 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $543K as of Q2 2013.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF was a new Rushmore Investment Advisors position in Q2 2013.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.11% of Rushmore Investment Advisors's portfolio in Q2 2013, its #141 holding.
  • 90 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.