Estate Counselors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Estate Counselors’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-36,000	Closed	-$1.82M	–	60
2017 Q2	$1.82M	Buy	36,000 +7,000	+24%	+$353K	0.41%	45
2017 Q1	$1.46M	Sell	29,000 -57,000	-66%	-$2.87M	0.38%	46
2016 Q4	$4.32M	Buy	+86,000	New	+$4.33M	1.19%	31

Other funds holding SLQD

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

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Estate Counselors's SLQD Position: Q3 2017 in Review

Estate Counselors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2017, closing a stake of 36,000 shares — an estimated $1.82M sold.

Estate Counselors first reported a position in SLQD in Q4 2016 and held it in 3 quarters. The position peaked at $4.32M in Q4 2016. 68 funds tracked by Wall St. Rank hold SLQD as of Q3 2017.

Estate Counselors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Estate Counselors sold 36,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $1.82M.
Estate Counselors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 3 quarters.
Estate Counselors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.32M in Q4 2016.
68 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2017.

Based on Estate Counselors's 13F filing for Q3 2017, filed 13 Nov 2017.