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Berman Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Berman Capital Advisors’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
2019
Q3 		– Sell
-117
Closed -$14K – 1520
2019
Q2 		$14K Buy
+117
New +$14.1K ﹤0.01% 621
2019
Q1 		– Sell
-58
Closed -$6K – 1413
2018
Q4 		$6K Buy
+58
New +$6.52K ﹤0.01% 633

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Berman Capital Advisors's LQD Position: Q3 2019 in Review

Berman Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2019, closing a stake of 117 shares — an estimated $14K sold.

Berman Capital Advisors first reported a position in LQD in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2019. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

  • Berman Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 117 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $14K.
  • Berman Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Berman Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14K in Q2 2019.
  • 831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.