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

WFG 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
2016 Q4	–	Sell	-1,085	Closed	-$30K	–	1705
2016 Q3	$30K	Hold	1,085	–	–	0.01%	841
2016 Q2	$29K	Hold	1,085	–	–	0.01%	835
2016 Q1	$28K	Sell	1,085 -1,000	-48%	-$25.2K	0.01%	812
2015 Q4	$54K	Hold	2,085	–	–	0.02%	643
2015 Q3	$56K	Sell	2,085 -515	-20%	-$14.4K	0.02%	612
2015 Q2	$75K	Hold	2,600	–	–	0.02%	618
2015 Q1	$76K	Sell	2,600 -500	-16%	-$14.6K	0.02%	615
2014 Q4	$90K	Buy	3,100 +1,700	+121%	+$50.1K	0.02%	672
2014 Q3	$42K	Sell	1,400 -27	-2%	-$821	0.01%	994
2014 Q2	$44K	Sell	1,427 -2,373	-62%	-$73.3K	0.01%	960
2014 Q1	$118K	Sell	3,800 -30,559	-89%	-$944K	0.02%	587
2013 Q4	$1.06M	Sell	34,359 -6,170	-15%	-$190K	0.15%	159
2013 Q3	$1.24M	Buy	40,529 +40,298	+17,445%	+$1.23M	0.19%	134
2013 Q2	$7K	Buy	+231	New	+$7.11K	﹤0.01%	1577

Other funds holding SJNK

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

WFG Advisors's SJNK Position: Q4 2016 in Review

WFG Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2016, closing a stake of 1,085 shares — an estimated $30K sold.

WFG Advisors first reported a position in SJNK in Q2 2013 and held it in 14 quarters. The position peaked at $1.24M in Q3 2013. 208 funds tracked by Wall St. Rank hold SJNK as of Q4 2016.

WFG Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 1,085 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2016, an estimated $30K.
WFG Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2013 and held it in 14 quarters.
WFG Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.24M in Q3 2013.
208 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.