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UCFA
United Capital Financial Advisors’s
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
Stock Holding History
United Capital Financial 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
2022
Q1
–
Sell
-9,114
Closed
-$247K
–
1220
2021
Q4
$247K
Buy
9,114
+389
+4%
+$10.6K
﹤0.01%
1092
2021
Q3
$239K
Buy
8,725
+18
+0.2%
+$493
﹤0.01%
1087
2021
Q2
$240K
Buy
8,707
+78
+0.9%
+$2.14K
﹤0.01%
1091
2021
Q1
$236K
Hold
8,629
–
–
﹤0.01%
1061
2020
Q4
$233K
Hold
8,629
–
–
﹤0.01%
1080
2020
Q3
$223K
Hold
8,629
–
–
﹤0.01%
1043
2020
Q2
$217K
Buy
+8,629
New
+$212K
﹤0.01%
1082
2019
Q3
–
Sell
-25,215
Closed
-$687K
–
1459
2019
Q2
$687K
Sell
25,215
-111
-0.4%
-$3.01K
﹤0.01%
932
2019
Q1
$690K
Sell
25,326
-1,047
-4%
-$28.2K
﹤0.01%
888
2018
Q4
$686K
Sell
26,373
-1,642
-6%
-$44.1K
0.01%
816
2018
Q3
$773K
Sell
28,015
-470
-2%
-$12.9K
0.01%
850
2018
Q2
$777K
Buy
28,485
+826
+3%
+$22.6K
0.01%
829
2018
Q1
$757K
Buy
27,659
+6,025
+28%
+$166K
0.01%
841
2017
Q4
$596K
Buy
21,634
+8,286
+62%
+$230K
﹤0.01%
913
2017
Q3
$373K
Buy
+13,348
New
+$372K
﹤0.01%
1043
2016
Q4
–
Sell
-943,700
Closed
-$26.1M
–
1315
2016
Q3
$26.1M
Buy
943,700
+346,250
+58%
+$9.46M
0.25%
86
2016
Q2
$16.1M
Buy
+597,450
New
+$15.8M
0.16%
140
2015
Q2
–
Sell
-10,347
Closed
-$304K
–
1305
2015
Q1
$304K
Sell
10,347
-23
-0.2%
-$670
﹤0.01%
1066
2014
Q4
$300K
Buy
+10,370
New
+$306K
﹤0.01%
965
Other funds holding SJNK
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki, Finland
$12.7B AUM
16.27%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
IAIM
Industrial Alliance Investment Management
Quebec, Quebec, Canada
$167M AUM
19.94%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
BMM
Berkshire Money Management
Dalton, Massachusetts
$976M AUM
13.87%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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