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American Economic Planning Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

American Economic Planning Group’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,946
Closed -$692K – 27
2013
Q4 		$692K Buy
+12,946
New +$695K 0.25% 17

Other funds holding USIG

ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Economic Planning Group's USIG Position: Q1 2014 in Review

American Economic Planning Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2014, closing a stake of 12,946 shares — an estimated $692K sold.

American Economic Planning Group first reported a position in USIG in Q4 2013 and held it in 1 quarter. The position peaked at $692K in Q4 2013. 87 funds tracked by Wall St. Rank hold USIG as of Q1 2014.

  • American Economic Planning Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • American Economic Planning Group sold 12,946 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2014, an estimated $692K.
  • American Economic Planning Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2013 and held it in 1 quarter.
  • American Economic Planning Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $692K in Q4 2013.
  • 87 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2014.

Based on American Economic Planning Group's 13F filing for Q1 2014, filed 25 Apr 2014.