Bedell Frazier Investment Counselling’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bedell Frazier Investment Counselling’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
2016 Q3	–	Sell	-1,726	Closed	-$212K	–	56
2016 Q2	$212K	Buy	+1,726	New	+$207K	0.1%	41

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bedell Frazier Investment Counselling's LQD Position: Q3 2016 in Review

Bedell Frazier Investment Counselling sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2016, closing a stake of 1,726 shares — an estimated $212K sold.

Bedell Frazier Investment Counselling first reported a position in LQD in Q2 2016 and held it in 1 quarter. The position peaked at $212K in Q2 2016. 619 funds tracked by Wall St. Rank hold LQD as of Q3 2016.

Bedell Frazier Investment Counselling reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
Bedell Frazier Investment Counselling sold 1,726 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $212K.
Bedell Frazier Investment Counselling first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
Bedell Frazier Investment Counselling's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $212K in Q2 2016.
619 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Bedell Frazier Investment Counselling's 13F filing for Q3 2016, filed 8 Nov 2016.