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

WFG 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
2017 Q2	$628K	Buy	5,623 +2,277	+68%	+$253K	0.14%	169
2017 Q1	$371K	Sell	3,346 -2,700	-45%	-$298K	0.1%	220
2016 Q4	$661K	Buy	6,046 +2,948	+95%	+$321K	0.16%	164
2016 Q3	$341K	Buy	3,098 +518	+20%	+$56.4K	0.08%	239
2016 Q2	$276K	Buy	2,580 +1,017	+65%	+$107K	0.07%	257
2016 Q1	$161K	Sell	1,563 -340	-18%	-$33.9K	0.05%	351
2015 Q4	$194K	Sell	1,903 -133	-7%	-$14.1K	0.06%	296
2015 Q3	$218K	Sell	2,036 -493	-19%	-$55.1K	0.07%	272
2015 Q2	$292K	Buy	2,529 +67	+3%	+$7.87K	0.08%	249
2015 Q1	$290K	Buy	2,462 +735	+43%	+$86.2K	0.08%	254
2014 Q4	$200K	Buy	1,727 +425	+33%	+$50.4K	0.04%	429
2014 Q3	$157K	Buy	1,302 +360	+38%	+$44.3K	0.03%	509
2014 Q2	$118K	Buy	942 +817	+654%	+$101K	0.02%	597
2014 Q1	$16K	Sell	125 -2,887	-96%	-$355K	﹤0.01%	1331
2013 Q4	$367K	Buy	3,012 +9	+0.3%	+$1.09K	0.05%	376
2013 Q3	$359K	Sell	3,003 -2,533	-46%	-$303K	0.06%	352
2013 Q2	$656K	Buy	+5,536	New	+$679K	0.11%	214

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

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

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

BAM

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

WFG Advisors's JNK Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 68% in Q2 2017, buying an estimated $253K and bringing the position to 5,623 shares worth $628K. The position accounts for 0.14% of the portfolio, ranked #169.

WFG Advisors first reported a position in JNK in Q2 2013 and has held it in 17 quarters since. The position peaked at $661K in Q4 2016. 432 funds tracked by Wall St. Rank hold JNK as of Q2 2017.

WFG Advisors held 5,623 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $628K as of Q2 2017.
WFG Advisors bought 2,277 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2017, an estimated $253K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.14% of WFG Advisors's portfolio in Q2 2017, its #169 holding.
WFG Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $661K in Q4 2016.
432 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.