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

Sensible Financial Planning & Management’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
2015 Q1	–	Sell	-1,363	Closed	-$39K	–	57
2014 Q4	$39K	Sell	1,363 -1,180	-46%	-$34.8K	0.04%	44
2014 Q3	$76K	Buy	+2,543	New	+$77.3K	0.07%	36

Other funds holding SJNK

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

PRCM

Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sensible Financial Planning & Management's SJNK Position: Q1 2015 in Review

Sensible Financial Planning & Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2015, closing a stake of 1,363 shares — an estimated $39K sold.

Sensible Financial Planning & Management first reported a position in SJNK in Q3 2014 and held it in 2 quarters. The position peaked at $76K in Q3 2014. 209 funds tracked by Wall St. Rank hold SJNK as of Q1 2015.

Sensible Financial Planning & Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2015 after selling out during the quarter.
Sensible Financial Planning & Management sold 1,363 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2015, an estimated $39K.
Sensible Financial Planning & Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2014 and held it in 2 quarters.
Sensible Financial Planning & Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $76K in Q3 2014.
209 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2015, filed 14 May 2015.