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Strategic Capital Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Strategic Capital Group’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
2014
Q2 		$104K Sell
3,362
-120,074
-97% -$3.71M 0.03% 168
2014
Q1 		$3.82M Buy
123,436
+101,777
+470% +$3.15M 1.24% 21
2013
Q4 		$668K Sell
21,659
-123,574
-85% -$3.8M 0.52% 61
2013
Q3 		$4.43M Buy
+145,233
New +$4.43M 1.67% 9

Other funds holding SJNK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Capital Group's SJNK Position: Q2 2014 in Review

Strategic Capital Group reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 97% in Q2 2014, selling an estimated $3.71M and leaving 3,362 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #168.

Strategic Capital Group first reported a position in SJNK in Q3 2013 and has held it in 4 quarters since. The position peaked at $4.43M in Q3 2013. 182 funds tracked by Wall St. Rank hold SJNK as of Q2 2014.

  • Strategic Capital Group held 3,362 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $104K as of Q2 2014.
  • Strategic Capital Group sold 120,074 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2014, an estimated $3.71M.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.03% of Strategic Capital Group's portfolio in Q2 2014, its #168 holding.
  • Strategic Capital Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2013 and has held it in 4 quarters since.
  • Strategic Capital Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4.43M in Q3 2013.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.