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Chesley Taft & Associates’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Chesley Taft & Associates’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
2014
Q1 		– Sell
-2,535
Closed -$235K – 265
2013
Q4 		$235K Sell
2,535
-25
-1% -$2.32K 0.02% 250
2013
Q3 		$234K Buy
+2,560
New +$235K 0.03% 246

Other funds holding HYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Chesley Taft & Associates's HYG Position: Q1 2014 in Review

Chesley Taft & Associates sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2014, closing a stake of 2,535 shares — an estimated $235K sold.

Chesley Taft & Associates first reported a position in HYG in Q3 2013 and held it in 2 quarters. The position peaked at $235K in Q4 2013. 435 funds tracked by Wall St. Rank hold HYG as of Q1 2014.

  • Chesley Taft & Associates reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Chesley Taft & Associates sold 2,535 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2014, an estimated $235K.
  • Chesley Taft & Associates first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and held it in 2 quarters.
  • Chesley Taft & Associates's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $235K in Q4 2013.
  • 435 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2014.

Based on Chesley Taft & Associates's 13F filing for Q1 2014, filed 11 Apr 2014.