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

Wela Strategies’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
2019 Q1	–	Sell	-460,291	Closed	-$12M	–	39
2018 Q4	$12M	Buy	460,291 +14,724	+3%	+$395K	9.04%	3
2018 Q3	$12.3M	Buy	445,567 +17,813	+4%	+$489K	8.67%	4
2018 Q2	$11.7M	Buy	427,754 +40,780	+11%	+$1.12M	8.7%	3
2018 Q1	$10.6M	Sell	386,974 -12,489	-3%	-$344K	8.48%	3
2017 Q4	$11M	Buy	399,463 +18,912	+5%	+$524K	8.67%	3
2017 Q3	$10.6M	Buy	380,551 +75,111	+25%	+$2.09M	10%	2
2017 Q2	$9.22M	Sell	305,440 -11,977	-4%	-$335K	8.46%	4
2017 Q1	$8.88M	Buy	+317,417	New	+$8.86M	8.7%	3

Other funds holding SJNK

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wela Strategies's SJNK Position: Q1 2019 in Review

Wela Strategies sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2019, closing a stake of 460,291 shares — an estimated $12M sold.

Wela Strategies first reported a position in SJNK in Q1 2017 and held it in 8 quarters. The position peaked at $12.3M in Q3 2018. 273 funds tracked by Wall St. Rank hold SJNK as of Q1 2019.

Wela Strategies reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
Wela Strategies sold 460,291 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2019, an estimated $12M.
Wela Strategies first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2017 and held it in 8 quarters.
Wela Strategies's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $12.3M in Q3 2018.
273 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2019.

Based on Wela Strategies's 13F filing for Q1 2019, filed 24 Apr 2019.