Smith Shellnut Wilson’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Smith Shellnut Wilson’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
2021 Q3	–	Sell	-56	Closed	-$6K	–	169
2021 Q2	$6K	Hold	56	–	–	﹤0.01%	155
2021 Q1	$6K	Hold	56	–	–	﹤0.01%	147
2020 Q4	$6K	Buy	56 +51	+1,020%	+$5.44K	﹤0.01%	142
2020 Q3	$56	Sell	5 -51	-91%	-$5.33K	0.02%	133
2020 Q2	$6K	Hold	56	–	–	﹤0.01%	123
2020 Q1	$5K	Buy	+56	New	+$5.88K	﹤0.01%	118

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Smith Shellnut Wilson's JNK Position: Q3 2021 in Review

Smith Shellnut Wilson sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2021, closing a stake of 56 shares — an estimated $6K sold.

Smith Shellnut Wilson first reported a position in JNK in Q1 2020 and held it in 6 quarters. The position peaked at $6K in Q2 2021. 515 funds tracked by Wall St. Rank hold JNK as of Q3 2021.

Smith Shellnut Wilson reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 56 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2021, an estimated $6K.
Smith Shellnut Wilson first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2020 and held it in 6 quarters.
Smith Shellnut Wilson's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $6K in Q2 2021.
515 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2021.

Based on Smith Shellnut Wilson's 13F filing for Q3 2021, filed 12 Nov 2021.