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

Capital Advisors Inc’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
Q1 		– Sell
-2,700
Closed -$316K – 200
2016
Q4 		$316K Buy
+2,700
New +$321K 0.02% 149

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BlackRock
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NMIFOAC
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Advisors Inc's LQD Position: Q1 2017 in Review

Capital Advisors Inc sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2017, closing a stake of 2,700 shares — an estimated $316K sold.

Capital Advisors Inc first reported a position in LQD in Q4 2016 and held it in 1 quarter. The position peaked at $316K in Q4 2016. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

  • Capital Advisors Inc reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Capital Advisors Inc sold 2,700 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $316K.
  • Capital Advisors Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Capital Advisors Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $316K in Q4 2016.
  • 653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Capital Advisors Inc's 13F filing for Q1 2017, filed 27 Apr 2017.