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Symphony Asset Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Symphony Asset Management’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
2017
Q1 		– Sell
-296,265
Closed -$8.2M – 422
2016
Q4 		$8.2M Sell
296,265
-388,850
-57% -$10.7M 0.84% 21
2016
Q3 		$19M Buy
685,115
+670,115
+4,467% +$18.3M 1.92% 10
2016
Q2 		$405K Buy
+15,000
New +$397K 0.04% 260

Other funds holding SJNK

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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 $1.66T AUM 25.57% 1-Year Est. Return

Symphony Asset Management's SJNK Position: Q1 2017 in Review

Symphony Asset Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2017, closing a stake of 296,265 shares — an estimated $8.2M sold.

Symphony Asset Management first reported a position in SJNK in Q2 2016 and held it in 3 quarters. The position peaked at $19M in Q3 2016. 209 funds tracked by Wall St. Rank hold SJNK as of Q1 2017.

  • Symphony Asset Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Symphony Asset Management sold 296,265 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2017, an estimated $8.2M.
  • Symphony Asset Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2016 and held it in 3 quarters.
  • Symphony Asset Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $19M in Q3 2016.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2017.

Based on Symphony Asset Management's 13F filing for Q1 2017, filed 5 May 2017.