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

Summit Trail 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
2018
Q3 		– Sell
-270
Closed -$29K – 369
2018
Q2 		$29K Buy
+270
New +$29K 0.01% 355

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Summit Trail Advisors's JNK Position: Q3 2018 in Review

Summit Trail Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2018, closing a stake of 270 shares — an estimated $29K sold.

Summit Trail Advisors first reported a position in JNK in Q2 2018 and held it in 1 quarter. The position peaked at $29K in Q2 2018. 458 funds tracked by Wall St. Rank hold JNK as of Q3 2018.

  • Summit Trail Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 270 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2018, an estimated $29K.
  • Summit Trail Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2018 and held it in 1 quarter.
  • Summit Trail Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $29K in Q2 2018.
  • 458 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.