TCI Wealth Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

TCI Wealth Advisors’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
2018 Q1	–	Sell	-254	Closed	-$7K	–	1425
2017 Q4	$7K	Hold	254	–	–	﹤0.01%	714
2017 Q3	$7K	Hold	254	–	–	﹤0.01%	675
2017 Q2	$7K	Buy	+254	New	+$7.11K	﹤0.01%	679
2014 Q2	–	Sell	-249	Closed	-$8K	–	928
2014 Q1	$8K	Hold	249	–	–	0.01%	462
2013 Q4	$8K	Buy	+249	New	+$7.66K	0.01%	464

Other funds holding SJNK

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TCI Wealth Advisors's SJNK Position: Q1 2018 in Review

TCI Wealth Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2018, closing a stake of 254 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in SJNK in Q4 2013 and held it in 5 quarters. The position peaked at $8K in Q1 2014. 252 funds tracked by Wall St. Rank hold SJNK as of Q1 2018.

TCI Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2018 after selling out during the quarter.
TCI Wealth Advisors sold 254 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2018, an estimated $7K.
TCI Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2013 and held it in 5 quarters.
TCI Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $8K in Q1 2014.
252 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2018.

Based on TCI Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.