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Bolton LP’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bolton LP’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
2014
Q1 		– Sell
-200,000
Closed -$22.8M – 218
2013
Q4 		$22.8M Buy
+200,000
New +$22.8M 4.24% 4

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bolton LP's LQD Position: Q1 2014 in Review

Bolton LP sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2014, closing a stake of 200,000 shares — an estimated $22.8M sold.

Bolton LP first reported a position in LQD in Q4 2013 and held it in 1 quarter. The position peaked at $22.8M in Q4 2013. 455 funds tracked by Wall St. Rank hold LQD as of Q1 2014.

  • Bolton LP reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Bolton LP sold 200,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2014, an estimated $22.8M.
  • Bolton LP first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 1 quarter.
  • Bolton LP's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $22.8M in Q4 2013.
  • 455 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2014.

Based on Bolton LP's 13F filing for Q1 2014, filed 15 May 2014.