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Capital Planning Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Capital Planning Advisors’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
Q3 		– Sell
-2,815
Closed -$249K – 127
2017
Q2 		$249K Buy
+2,815
New +$248K 0.11% 114

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
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Planning Advisors's HYG Position: Q3 2017 in Review

Capital Planning Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2017, closing a stake of 2,815 shares — an estimated $249K sold.

Capital Planning Advisors first reported a position in HYG in Q2 2017 and held it in 1 quarter. The position peaked at $249K in Q2 2017. 594 funds tracked by Wall St. Rank hold HYG as of Q3 2017.

  • Capital Planning Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 2,815 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2017, an estimated $249K.
  • Capital Planning Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Capital Planning Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $249K in Q2 2017.
  • 594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2017.

Based on Capital Planning Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.