Elite Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Elite Wealth Management’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
2014 Q4	–	Sell	-314	Closed	-$29K	–	226
2014 Q3	$29K	Hold	314	–	–	0.03%	161
2014 Q2	$30K	Hold	314	–	–	0.03%	144
2014 Q1	$30K	Hold	314	–	–	0.02%	162
2013 Q4	$29K	Hold	314	–	–	0.02%	223
2013 Q3	$29K	Hold	314	–	–	0.03%	207
2013 Q2	$29K	Buy	+314	New	+$29.5K	0.04%	155

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Elite Wealth Management's HYG Position: Q4 2014 in Review

Elite Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2014, closing a stake of 314 shares — an estimated $29K sold.

Elite Wealth Management first reported a position in HYG in Q2 2013 and held it in 6 quarters. The position peaked at $30K in Q2 2014. 472 funds tracked by Wall St. Rank hold HYG as of Q4 2014.

Elite Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 314 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2014, an estimated $29K.
Elite Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $30K in Q2 2014.
472 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.