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

Aviance 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
2017
Q4 		– Sell
-17
Closed -$2K – 310
2017
Q3 		$2K Buy
+17
New +$2.05K ﹤0.01% 300
2017
Q2 		– Sell
-7,627
Closed -$899K – 343
2017
Q1 		$899K Sell
7,627
-11,932
-61% -$1.4M 0.05% 131
2016
Q4 		$2.29M Sell
19,559
-949,602
-98% -$113M 0.12% 97
2016
Q3 		$119M Sell
969,161
-76,982
-7% -$9.48M 3.31% 6
2016
Q2 		$128M Sell
1,046,143
-57,378
-5% -$6.88M 3.86% 4
2016
Q1 		$131M Sell
1,103,521
-20,133
-2% -$2.31M 4.32% 4
2015
Q4 		$128M Sell
1,123,654
-75,758
-6% -$8.76M 4.2% 4
2015
Q3 		$139M Buy
1,199,412
+1,197,648
+67,894% +$138M 4.88% 3
2015
Q2 		$204K Sell
1,764
-1,151,291
-100% -$136M 0.21% 26
2015
Q1 		$140M Buy
1,153,055
+726,100
+170% +$88.1M 5.19% 2
2014
Q4 		$51M Buy
426,955
+387,371
+979% +$46.2M 1.83% 13
2014
Q3 		$4.68M Buy
+39,584
New +$4.71M 0.19% 87
2014
Q1 		– Sell
-105
Closed -$12K – 356
2013
Q4 		$12K Hold
105
– – 0.01% 331
2013
Q3 		$12K Sell
105
-50,381
-100% -$5.7M 0.01% 302
2013
Q2 		$5.74M Buy
+50,486
New +$6M 3.15% 4

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aviance Capital Management's LQD Position: Q4 2017 in Review

Aviance Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2017, closing a stake of 17 shares — an estimated $2K sold.

Aviance Capital Management first reported a position in LQD in Q2 2013 and held it in 15 quarters. The position peaked at $140M in Q1 2015. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

  • Aviance Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Aviance Capital Management sold 17 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $2K.
  • Aviance Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 15 quarters.
  • Aviance Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $140M in Q1 2015.
  • 752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Aviance Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.