Simon Quick Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Simon Quick Advisors’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
2017 Q4	–	Sell	-910	Closed	-$102K	–	529
2017 Q3	$102K	Hold	910	–	–	0.04%	190
2017 Q2	$102K	Sell	910 -25	-3%	-$2.78K	0.06%	89
2017 Q1	$104K	Buy	+935	New	+$103K	0.06%	114

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Simon Quick Advisors's JNK Position: Q4 2017 in Review

Simon Quick Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2017, closing a stake of 910 shares — an estimated $102K sold.

Simon Quick Advisors first reported a position in JNK in Q1 2017 and held it in 3 quarters. The position peaked at $104K in Q1 2017. 476 funds tracked by Wall St. Rank hold JNK as of Q4 2017.

Simon Quick Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2017 after selling out during the quarter.
Simon Quick Advisors sold 910 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2017, an estimated $102K.
Simon Quick Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2017 and held it in 3 quarters.
Simon Quick Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $104K in Q1 2017.
476 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.