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

Winfield Associates’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
2014 Q4	–	Sell	-17,300	Closed	-$518K	–	307
2014 Q3	$518K	Hold	17,300	–	–	0.39%	75
2014 Q2	$535K	Buy	+17,300	New	+$534K	0.39%	80

Other funds holding SJNK

PRCM

Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winfield Associates's SJNK Position: Q4 2014 in Review

Winfield Associates sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2014, closing a stake of 17,300 shares — an estimated $518K sold.

Winfield Associates first reported a position in SJNK in Q2 2014 and held it in 2 quarters. The position peaked at $535K in Q2 2014. 203 funds tracked by Wall St. Rank hold SJNK as of Q4 2014.

Winfield Associates reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2014 after selling out during the quarter.
Winfield Associates sold 17,300 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2014, an estimated $518K.
Winfield Associates first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2014 and held it in 2 quarters.
Winfield Associates's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $535K in Q2 2014.
203 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2014.

Based on Winfield Associates's 13F filing for Q4 2014, filed 28 Jan 2015.