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Eagle Capital Management (Louisiana)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Eagle Capital Management (Louisiana)’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,928
Closed -$210K – 43
2016
Q2 		$210K Sell
4,928
-1,274
-21% -$70.1K 0.23% 31
2016
Q1 		$340K Buy
+6,202
New +$335K 0.34% 29

Other funds holding IGIB

Envestnet Asset Management
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s IGIB Position: Q3 2016 in Review

Eagle Capital Management (Louisiana) sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2016, closing a stake of 4,928 shares — an estimated $210K sold.

Eagle Capital Management (Louisiana) first reported a position in IGIB in Q1 2016 and held it in 2 quarters. The position peaked at $340K in Q1 2016. 312 funds tracked by Wall St. Rank hold IGIB as of Q3 2016.

  • Eagle Capital Management (Louisiana) reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Eagle Capital Management (Louisiana) sold 4,928 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $210K.
  • Eagle Capital Management (Louisiana) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Eagle Capital Management (Louisiana)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $340K in Q1 2016.
  • 312 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q3 2016, filed 20 Oct 2016.