Efficient Market Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Efficient Market Advisors’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$1.02M	Sell	11,658 -1,721	-13%	-$150K	0.14%	36
2016 Q4	$1.16M	Sell	13,379 -690	-5%	-$59.4K	0.17%	34
2016 Q3	$1.23M	Buy	14,069 +112	+0.8%	+$9.63K	0.19%	32
2016 Q2	$1.18M	Sell	13,957 -2,183	-14%	-$181K	0.19%	34
2016 Q1	$1.32M	Sell	16,140 -895	-5%	-$71.1K	0.23%	35
2015 Q4	$1.37M	Sell	17,035 -26,102	-61%	-$2.17M	0.29%	33
2015 Q3	$3.59M	Sell	43,137 -2,831	-6%	-$245K	0.85%	18
2015 Q2	$4.08M	Sell	45,968 -4,802	-9%	-$434K	0.95%	18
2015 Q1	$4.6M	Buy	50,770 +425	+0.8%	+$38.4K	1.06%	18
2014 Q4	$4.51M	Sell	50,345 -24,483	-33%	-$2.23M	1.1%	19
2014 Q3	$6.88M	Sell	74,828 -103,494	-58%	-$9.68M	1.82%	15
2014 Q2	$17M	Sell	178,322 -3,826	-2%	-$362K	4.31%	8
2014 Q1	$17.2M	Sell	182,148 -357	-0.2%	-$33.5K	4.57%	7
2013 Q4	$17M	Buy	182,505 +5,279	+3%	+$490K	5.01%	7
2013 Q3	$16.2M	Buy	177,226 +5,001	+3%	+$459K	5.25%	6
2013 Q2	$15.7M	Buy	+172,225	New	+$16.2M	5.72%	6

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HMC

Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Efficient Market Advisors's HYG Position: Q1 2017 in Review

Efficient Market Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 13% in Q1 2017, selling an estimated $150K and leaving 11,658 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #36.

Efficient Market Advisors first reported a position in HYG in Q2 2013 and has held it in 16 quarters since. The position peaked at $17.2M in Q1 2014. 594 funds tracked by Wall St. Rank hold HYG as of Q1 2017.

Efficient Market Advisors held 11,658 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.02M as of Q1 2017.
Efficient Market Advisors sold 1,721 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2017, an estimated $150K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.14% of Efficient Market Advisors's portfolio in Q1 2017, its #36 holding.
Efficient Market Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 16 quarters since.
Efficient Market Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $17.2M in Q1 2014.
594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.