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Cutter & Co Brokerage’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cutter & Co Brokerage’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
2016
Q4 		– Sell
-1,931
Closed -$238K – 265
2016
Q3 		$238K Buy
+1,931
New +$238K 0.1% 182

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Cutter & Co Brokerage's LQD Position: Q4 2016 in Review

Cutter & Co Brokerage sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2016, closing a stake of 1,931 shares — an estimated $238K sold.

Cutter & Co Brokerage first reported a position in LQD in Q3 2016 and held it in 1 quarter. The position peaked at $238K in Q3 2016. 650 funds tracked by Wall St. Rank hold LQD as of Q4 2016.

  • Cutter & Co Brokerage reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Cutter & Co Brokerage sold 1,931 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $238K.
  • Cutter & Co Brokerage first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Cutter & Co Brokerage's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $238K in Q3 2016.
  • 650 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Cutter & Co Brokerage's 13F filing for Q4 2016, filed 3 Feb 2017.