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Tower Trust’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Tower Trust’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
2014
Q1 		– Sell
-2,560
Closed -$312K – 175
2013
Q4 		$312K Buy
+2,560
New +$310K 0.19% 118

Other funds holding JNK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Tower Trust's JNK Position: Q1 2014 in Review

Tower Trust sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2014, closing a stake of 2,560 shares — an estimated $312K sold.

Tower Trust first reported a position in JNK in Q4 2013 and held it in 1 quarter. The position peaked at $312K in Q4 2013. 345 funds tracked by Wall St. Rank hold JNK as of Q1 2014.

  • Tower Trust reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Tower Trust sold 2,560 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2014, an estimated $312K.
  • Tower Trust first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2013 and held it in 1 quarter.
  • Tower Trust's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $312K in Q4 2013.
  • 345 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.