Douglass Winthrop Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Douglass Winthrop Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,225	Closed	-$243K	–	267
2019 Q3	$243K	Hold	5,225	–	–	0.01%	239
2019 Q2	$244K	Hold	5,225	–	–	0.01%	236
2019 Q1	$244K	Hold	5,225	–	–	0.01%	217
2018 Q4	$233K	Hold	5,225	–	–	0.01%	226
2018 Q3	$246K	Hold	5,225	–	–	0.01%	228
2018 Q2	$244K	Hold	5,225	–	–	0.01%	258
2018 Q1	$244K	Buy	+5,225	New	+$245K	0.01%	248

Other funds holding SHYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Douglass Winthrop Advisors's SHYG Position: Q4 2019 in Review

Douglass Winthrop Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2019, closing a stake of 5,225 shares — an estimated $243K sold.

Douglass Winthrop Advisors first reported a position in SHYG in Q1 2018 and held it in 7 quarters. The position peaked at $246K in Q3 2018. 294 funds tracked by Wall St. Rank hold SHYG as of Q4 2019.

Douglass Winthrop Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Douglass Winthrop Advisors sold 5,225 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2019, an estimated $243K.
Douglass Winthrop Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and held it in 7 quarters.
Douglass Winthrop Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $246K in Q3 2018.
294 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2019.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2019, filed 10 Jan 2020.