EIM
HYG icon

Emerson Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Emerson Investment 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
-1,031
Closed -$95K – 163
2014
Q3 		$95K Buy
+1,031
New +$96.4K 0.02% 160

Other funds holding HYG

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Emerson Investment Management's HYG Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2014, closing a stake of 1,031 shares — an estimated $95K sold.

Emerson Investment Management first reported a position in HYG in Q3 2014 and held it in 1 quarter. The position peaked at $95K in Q3 2014. 471 funds tracked by Wall St. Rank hold HYG as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 1,031 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2014, an estimated $95K.
  • Emerson Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $95K in Q3 2014.
  • 471 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.