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Towerpoint Wealth’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Towerpoint Wealth’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
Q4 		– Sell
-175
Closed -$19K – 71
2019
Q3 		$19K Buy
+175
New +$19K 0.01% 74

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Towerpoint Wealth's JNK Position: Q4 2019 in Review

Towerpoint Wealth sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2019, closing a stake of 175 shares — an estimated $19K sold.

Towerpoint Wealth first reported a position in JNK in Q3 2019 and held it in 1 quarter. The position peaked at $19K in Q3 2019. 519 funds tracked by Wall St. Rank hold JNK as of Q4 2019.

  • Towerpoint Wealth reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Towerpoint Wealth sold 175 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2019, an estimated $19K.
  • Towerpoint Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2019 and held it in 1 quarter.
  • Towerpoint Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $19K in Q3 2019.
  • 519 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2019.

Based on Towerpoint Wealth's 13F filing for Q4 2019, filed 15 Jan 2020.