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Blume Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Blume Capital Management’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-226
Closed -$20K – 232
2017
Q3 		$20K Buy
+226
New +$19.9K 0.01% 167
2015
Q1 		– Sell
-300
Closed -$27K – 304
2014
Q4 		$27K Buy
+300
New +$27.3K 0.02% 179

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Blume Capital Management's HYG Position: Q4 2017 in Review

Blume Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2017, closing a stake of 226 shares — an estimated $20K sold.

Blume Capital Management first reported a position in HYG in Q4 2014 and held it in 2 quarters. The position peaked at $27K in Q4 2014. 684 funds tracked by Wall St. Rank hold HYG as of Q4 2017.

  • Blume Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Blume Capital Management sold 226 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2017, an estimated $20K.
  • Blume Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 2 quarters.
  • Blume Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $27K in Q4 2014.
  • 684 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2017.

Based on Blume Capital Management's 13F filing for Q4 2017, filed 12 Feb 2018.