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Eagle Ridge Investment Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Eagle Ridge Investment Management’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
2018
Q3 		– Sell
-4,654
Closed -$217K – 177
2018
Q2 		$217K Sell
4,654
-1,000
-18% -$46.7K 0.03% 158
2018
Q1 		$265K Hold
5,654
– – 0.04% 148
2017
Q4 		$266K Buy
+5,654
New +$268K 0.04% 150

Other funds holding SHYG

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Eagle Ridge Investment Management's SHYG Position: Q3 2018 in Review

Eagle Ridge Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2018, closing a stake of 4,654 shares — an estimated $217K sold.

Eagle Ridge Investment Management first reported a position in SHYG in Q4 2017 and held it in 3 quarters. The position peaked at $266K in Q4 2017. 216 funds tracked by Wall St. Rank hold SHYG as of Q3 2018.

  • Eagle Ridge Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 4,654 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2018, an estimated $217K.
  • Eagle Ridge Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Eagle Ridge Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $266K in Q4 2017.
  • 216 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2018, filed 9 Nov 2018.