Americafirst Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Americafirst Capital Management’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-6,848	Closed	-$792K	–	202
2015 Q2	$792K	Sell	6,848 -2,410	-26%	-$286K	0.43%	94
2015 Q1	$1.13M	Sell	9,258 -31,275	-77%	-$3.79M	0.56%	63
2014 Q4	$4.84B	Sell	40,533 -1,648	-4%	-$196K	2.34%	2
2014 Q3	$4.99B	Buy	+42,181	New	+$5.01M	2.46%	3

Other funds holding LQD

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Swiss Re Zurich, Switzerland $16.4M AUM

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Americafirst Capital Management's LQD Position: Q3 2015 in Review

Americafirst Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2015, closing a stake of 6,848 shares — an estimated $792K sold.

Americafirst Capital Management first reported a position in LQD in Q3 2014 and held it in 4 quarters. The position peaked at $4.99B in Q3 2014. 520 funds tracked by Wall St. Rank hold LQD as of Q3 2015.

Americafirst Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
Americafirst Capital Management sold 6,848 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2015, an estimated $792K.
Americafirst Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2014 and held it in 4 quarters.
Americafirst Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.99B in Q3 2014.
520 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2015.

Based on Americafirst Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.