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Cornerstone Capital’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cornerstone Capital’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,470
Closed -$235K – 71
2013
Q3 		$235K Buy
+4,470
New +$235K 0.07% 64

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U
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cornerstone Capital's IGSB Position: Q4 2013 in Review

Cornerstone Capital sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2013, closing a stake of 4,470 shares — an estimated $235K sold.

Cornerstone Capital first reported a position in IGSB in Q3 2013 and held it in 1 quarter. The position peaked at $235K in Q3 2013. 389 funds tracked by Wall St. Rank hold IGSB as of Q4 2013.

  • Cornerstone Capital reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Cornerstone Capital sold 4,470 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $235K.
  • Cornerstone Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 1 quarter.
  • Cornerstone Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $235K in Q3 2013.
  • 389 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2013.

Based on Cornerstone Capital's 13F filing for Q4 2013, filed 11 Feb 2014.