Essex Financial Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Essex Financial Services’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 Q2	–	Sell	-2,348	Closed	-$222K	–	307
2014 Q1	$222K	Buy	+2,348	New	+$220K	0.07%	255
2013 Q4	–	Sell	-2,438	Closed	-$223	–	292
2013 Q3	$223	Sell	2,438 -1,884	-44%	-$173K	0.07%	233
2013 Q2	$393K	Buy	+4,322	New	+$406K	0.14%	152

Other funds holding HYG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essex Financial Services's HYG Position: Q2 2014 in Review

Essex Financial Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2014, closing a stake of 2,348 shares — an estimated $222K sold.

Essex Financial Services first reported a position in HYG in Q2 2013 and held it in 3 quarters. The position peaked at $393K in Q2 2013. 431 funds tracked by Wall St. Rank hold HYG as of Q2 2014.

Essex Financial Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
Essex Financial Services sold 2,348 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2014, an estimated $222K.
Essex Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
Essex Financial Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $393K in Q2 2013.
431 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2014.

Based on Essex Financial Services's 13F filing for Q2 2014, filed 29 Jul 2014.