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

UBS’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
2014
Q3 		$96.4M Buy
3,220,358
+59,713
+2% +$1.82M 0.07% 278
2014
Q2 		$97.9M Buy
3,160,645
+316,516
+11% +$9.78M 0.08% 262
2014
Q1 		$88.1M Buy
2,844,129
+562,546
+25% +$17.4M 0.08% 251
2013
Q4 		$70.4M Buy
2,281,583
+231,686
+11% +$7.13M 0.07% 292
2013
Q3 		$62.6M Buy
2,049,897
+176,828
+9% +$5.39M 0.06% 286
2013
Q2 		$56.5M Buy
+1,873,069
New +$57.6M 0.07% 286

Other funds holding SJNK

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $445B AUM 25.58% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

UBS's SJNK Position: Q3 2014 in Review

UBS increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 1.9% in Q3 2014, buying an estimated $1.82M and bringing the position to 3,220,358 shares worth $96.4M. The position accounts for 0.07% of the portfolio, ranked #278.

UBS first reported a position in SJNK in Q2 2013 and has held it in 6 quarters since. The position peaked at $97.9M in Q2 2014. 190 funds tracked by Wall St. Rank hold SJNK as of Q3 2014.

  • UBS held 3,220,358 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $96.4M as of Q3 2014.
  • UBS bought 59,713 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2014, an estimated $1.82M.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.07% of UBS's portfolio in Q3 2014, its #278 holding.
  • UBS first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $97.9M in Q2 2014.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.