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

Wealthfront’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
2015 Q4	–	Sell	-148	Closed	-$16K	–	682
2015 Q3	$16K	Buy	148 +125	+543%	+$14K	﹤0.01%	812
2015 Q2	$3K	Buy	+23	New	+$2.7K	﹤0.01%	1141
2014 Q2	–	Sell	-17	Closed	-$2K	–	614
2014 Q1	$2K	Buy	+17	New	+$2.09K	﹤0.01%	535

Other funds holding JNK

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

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

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront's JNK Position: Q4 2015 in Review

Wealthfront sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2015, closing a stake of 148 shares — an estimated $16K sold.

Wealthfront first reported a position in JNK in Q1 2014 and held it in 3 quarters. The position peaked at $16K in Q3 2015. 371 funds tracked by Wall St. Rank hold JNK as of Q4 2015.

Wealthfront reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 148 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2015, an estimated $16K.
Wealthfront first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2014 and held it in 3 quarters.
Wealthfront's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $16K in Q3 2015.
371 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.