Summit Equities’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Summit Equities’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
2018 Q1	–	Sell	-2,582	Closed	-$284K	–	41
2017 Q4	$284K	Buy	2,582 +107	+4%	+$11.9K	0.05%	36
2017 Q3	$277K	Buy	+2,475	New	+$276K	0.05%	34

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

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

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

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

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

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

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

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

NSLI

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

Summit Equities's JNK Position: Q1 2018 in Review

Summit Equities sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2018, closing a stake of 2,582 shares — an estimated $284K sold.

Summit Equities first reported a position in JNK in Q3 2017 and held it in 2 quarters. The position peaked at $284K in Q4 2017. 471 funds tracked by Wall St. Rank hold JNK as of Q1 2018.

Summit Equities reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2018 after selling out during the quarter.
Summit Equities sold 2,582 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2018, an estimated $284K.
Summit Equities first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2017 and held it in 2 quarters.
Summit Equities's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $284K in Q4 2017.
471 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2018.

Based on Summit Equities's 13F filing for Q1 2018, filed 11 May 2018.