Wagner Wealth Management (South Carolina)’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018 Q3	$153K	Hold	1,417	–	–	0.1%	152
2018 Q2	$151K	Hold	1,417	–	–	0.11%	137
2018 Q1	$152K	Hold	1,417	–	–	0.12%	130
2017 Q4	$157K	Buy	+1,417	New	+$157K	0.12%	132

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s JNK Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q3 2018 at 1,417 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #152.

Wagner Wealth Management (South Carolina) first reported a position in JNK in Q4 2017 and has held it in 4 quarters since. The position peaked at $157K in Q4 2017. 458 funds tracked by Wall St. Rank hold JNK as of Q3 2018.

Wagner Wealth Management (South Carolina) held 1,417 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $153K as of Q3 2018.
Wagner Wealth Management (South Carolina) left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q3 2018.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.1% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #152 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2017 and has held it in 4 quarters since.
Wagner Wealth Management (South Carolina)'s State Street SPDR Bloomberg High Yield Bond ETF position peaked at $157K in Q4 2017.
458 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.