Summit Wealth & Retirement Planning’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Summit Wealth & Retirement Planning’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
2019 Q2	–	Sell	-3,679	Closed	-$397K	–	137
2019 Q1	$397K	Sell	3,679 -340	-8%	-$36K	0.24%	91
2018 Q4	$405K	Buy	+4,019	New	+$420K	0.31%	69

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Toews Corporation Northfield, New Jersey $259M AUM 5.15% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Summit Wealth & Retirement Planning's JNK Position: Q2 2019 in Review

Summit Wealth & Retirement Planning sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2019, closing a stake of 3,679 shares — an estimated $397K sold.

Summit Wealth & Retirement Planning first reported a position in JNK in Q4 2018 and held it in 2 quarters. The position peaked at $405K in Q4 2018. 446 funds tracked by Wall St. Rank hold JNK as of Q2 2019.

Summit Wealth & Retirement Planning reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2019 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 3,679 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2019, an estimated $397K.
Summit Wealth & Retirement Planning first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and held it in 2 quarters.
Summit Wealth & Retirement Planning's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $405K in Q4 2018.
446 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2019, filed 6 Aug 2019.