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Westbourne Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Westbourne Investment Advisors’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
2020
Q2 		– Sell
-5,412
Closed -$513K – 66
2020
Q1 		$513K Buy
+5,412
New +$568K 0.47% 53
2019
Q3 		– Sell
-7,976
Closed -$869K – 96
2019
Q2 		$869K Buy
7,976
+34
+0.4% +$3.67K 0.7% 40
2019
Q1 		$857K Sell
7,942
-75
-0.9% -$7.94K 0.66% 46
2018
Q4 		$808K Sell
8,017
-500
-6% -$52.2K 0.7% 43
2018
Q3 		$921K Sell
8,517
-783
-8% -$84.2K 0.67% 44
2018
Q2 		$990K Sell
9,300
-417
-4% -$44.8K 0.85% 41
2018
Q1 		$1.04M Sell
9,717
-600
-6% -$65.3K 0.84% 42
2017
Q4 		$1.14M Sell
10,317
-1,333
-11% -$148K 0.86% 40
2017
Q3 		$1.3M Sell
11,650
-33
-0.3% -$3.67K 1.02% 33
2017
Q2 		$1.3M Sell
11,683
-367
-3% -$40.8K 1.06% 30
2017
Q1 		$1.33M Buy
12,050
+70
+0.6% +$7.73K 1.1% 29
2016
Q4 		$1.31M Sell
11,980
-1,402
-10% -$153K 1.15% 28
2016
Q3 		$1.47M Buy
13,382
+734
+6% +$79.9K 1.31% 26
2016
Q2 		$1.35M Buy
12,648
+1,476
+13% +$155K 1.22% 25
2016
Q1 		$1.15M Sell
11,172
-93
-0.8% -$9.27K 1.1% 30
2015
Q4 		$1.15M Sell
11,265
-3,218
-22% -$341K 1.11% 29
2015
Q3 		$1.55M Sell
14,483
-817
-5% -$91.4K 1.55% 22
2015
Q2 		$1.76M Buy
+15,300
New +$1.8M 1.6% 21

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Westbourne Investment Advisors's JNK Position: Q2 2020 in Review

Westbourne Investment Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2020, closing a stake of 5,412 shares — an estimated $513K sold.

Westbourne Investment Advisors first reported a position in JNK in Q2 2015 and held it in 18 quarters. The position peaked at $1.76M in Q2 2015. 478 funds tracked by Wall St. Rank hold JNK as of Q2 2020.

  • Westbourne Investment Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Westbourne Investment Advisors sold 5,412 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2020, an estimated $513K.
  • Westbourne Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2015 and held it in 18 quarters.
  • Westbourne Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.76M in Q2 2015.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2020.

Based on Westbourne Investment Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.