Sensible Financial Planning & Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Sensible Financial Planning & Management’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
2016 Q4	–	Sell	-35	Closed	-$4K	–	50
2016 Q3	$4K	Hold	35	–	–	﹤0.01%	71
2016 Q2	$4K	Hold	35	–	–	﹤0.01%	78
2016 Q1	$4K	Sell	35 -164	-82%	-$16.4K	﹤0.01%	73
2015 Q4	$20K	Sell	199 -133	-40%	-$14.1K	0.02%	51
2015 Q3	$36K	Sell	332 -202	-38%	-$22.6K	0.03%	46
2015 Q2	$62K	Sell	534 -3,281	-86%	-$385K	0.05%	41
2015 Q1	$449K	Sell	3,815 -1,892	-33%	-$222K	0.41%	25
2014 Q4	$661K	Buy	5,707 +341	+6%	+$40.5K	0.68%	19
2014 Q3	$647K	Buy	+5,366	New	+$660K	0.56%	18

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Sensible Financial Planning & Management's JNK Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2016, closing a stake of 35 shares — an estimated $4K sold.

Sensible Financial Planning & Management first reported a position in JNK in Q3 2014 and held it in 9 quarters. The position peaked at $661K in Q4 2014. 437 funds tracked by Wall St. Rank hold JNK as of Q4 2016.

Sensible Financial Planning & Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 35 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2016, an estimated $4K.
Sensible Financial Planning & Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2014 and held it in 9 quarters.
Sensible Financial Planning & Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $661K in Q4 2014.
437 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.