EIM
LQD icon

Emerson Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Emerson Investment Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$8.92M Buy
75,079
+1,448
+2% +$166K 1.69% 19
2015
Q4 		$8.39M Buy
73,631
+540
+0.7% +$62.4K 1.64% 21
2015
Q3 		$8.48M Buy
73,091
+585
+0.8% +$67.6K 1.69% 17
2015
Q2 		$8.39M Buy
72,506
+2,477
+4% +$293K 1.57% 21
2015
Q1 		$8.52M Buy
70,029
+22,075
+46% +$2.68M 1.55% 20
2014
Q4 		$5.73M Buy
47,954
+620
+1% +$73.9K 1.11% 36
2014
Q3 		$5.6M Buy
47,334
+604
+1% +$71.8K 1.1% 32
2014
Q2 		$5.57M Sell
46,730
-925
-2% -$109K 1.09% 33
2014
Q1 		$5.57M Sell
47,655
-2,040
-4% -$237K 1.15% 33
2013
Q4 		$5.67M Buy
49,695
+609
+1% +$69.5K 1.19% 31
2013
Q3 		$5.57M Sell
49,086
-2,572
-5% -$291K 1.25% 30
2013
Q2 		$5.87M Buy
+51,658
New +$6.14M 1.36% 27

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Emerson Investment Management's LQD Position: Q1 2016 in Review

Emerson Investment Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2% in Q1 2016, buying an estimated $166K and bringing the position to 75,079 shares worth $8.92M. The position accounts for 1.69% of the portfolio, ranked #19.

Emerson Investment Management first reported a position in LQD in Q2 2013 and has held it in 12 quarters since. 596 funds tracked by Wall St. Rank hold LQD as of Q1 2016.

  • Emerson Investment Management held 75,079 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.92M as of Q1 2016.
  • Emerson Investment Management bought 1,448 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $166K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.69% of Emerson Investment Management's portfolio in Q1 2016, its #19 holding.
  • Emerson Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 12 quarters since.
  • 596 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.