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

Summit Securities 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
2015
Q4 		– Sell
-15,035
Closed -$405K – 417
2015
Q3 		$405K Buy
+15,035
New +$421K 0.29% 49
2014
Q2 		– Sell
-32,074
Closed -$993K – 645
2014
Q1 		$993K Buy
+32,074
New +$991K 0.59% 24
2013
Q4 		– Sell
-47,157
Closed -$1.44M – 587
2013
Q3 		$1.44M Buy
+47,157
New +$1.44M 0.49% 35

Other funds holding SJNK

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Securities Group's SJNK Position: Q4 2015 in Review

Summit Securities Group sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2015, closing a stake of 15,035 shares — an estimated $405K sold.

Summit Securities Group first reported a position in SJNK in Q3 2013 and held it in 3 quarters. The position peaked at $1.44M in Q3 2013. 194 funds tracked by Wall St. Rank hold SJNK as of Q4 2015.

  • Summit Securities Group reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Summit Securities Group sold 15,035 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2015, an estimated $405K.
  • Summit Securities Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2013 and held it in 3 quarters.
  • Summit Securities Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.44M in Q3 2013.
  • 194 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2015.

Based on Summit Securities Group's 13F filing for Q4 2015, filed 11 Feb 2016.