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Everett Harris & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Everett Harris & Co’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
2013
Q3 		– Sell
-9,881
Closed -$1.12M – 203
2013
Q2 		$1.12M Buy
+9,881
New +$1.18M 0.05% 102

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SR
Swiss Reinsurance Zurich, Switzerland $664M AUM 11.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Everett Harris & Co's LQD Position: Q3 2013 in Review

Everett Harris & Co sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2013, closing a stake of 9,881 shares — an estimated $1.12M sold.

Everett Harris & Co first reported a position in LQD in Q2 2013 and held it in 1 quarter. The position peaked at $1.12M in Q2 2013. 419 funds tracked by Wall St. Rank hold LQD as of Q3 2013.

  • Everett Harris & Co reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Everett Harris & Co sold 9,881 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2013, an estimated $1.12M.
  • Everett Harris & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Everett Harris & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.12M in Q2 2013.
  • 419 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2013.

Based on Everett Harris & Co's 13F filing for Q3 2013, filed 1 Nov 2013.