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

Westbourne Investment 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
2018 Q4	–	Sell	-2,300	Closed	-$63K	–	142
2018 Q3	$63K	Buy	+2,300	New	+$63.1K	0.05%	145
2016 Q4	–	Sell	-7,400	Closed	-$205K	–	104
2016 Q3	$205K	Hold	7,400	–	–	0.18%	97
2016 Q2	$200K	Buy	+7,400	New	+$196K	0.18%	104
2015 Q4	–	Sell	-11,900	Closed	-$321K	–	107
2015 Q3	$321K	Hold	11,900	–	–	0.32%	78
2015 Q2	$344K	Buy	+11,900	New	+$347K	0.31%	85

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Westbourne Investment Advisors's SJNK Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2018, closing a stake of 2,300 shares — an estimated $63K sold.

Westbourne Investment Advisors first reported a position in SJNK in Q2 2015 and held it in 5 quarters. The position peaked at $344K in Q2 2015. 254 funds tracked by Wall St. Rank hold SJNK as of Q4 2018.

Westbourne Investment Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
Westbourne Investment Advisors sold 2,300 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2018, an estimated $63K.
Westbourne Investment Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2015 and held it in 5 quarters.
Westbourne Investment Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $344K in Q2 2015.
254 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.