First Western Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

First Western Capital Management’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-3,658	Closed	-$205K	–	132
2014 Q4	$205K	Buy	+3,658	New	+$204K	0.06%	126

Other funds holding USIG

ECM

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BFA

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AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Western Capital Management's USIG Position: Q1 2015 in Review

First Western Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2015, closing a stake of 3,658 shares — an estimated $205K sold.

First Western Capital Management first reported a position in USIG in Q4 2014 and held it in 1 quarter. The position peaked at $205K in Q4 2014. 96 funds tracked by Wall St. Rank hold USIG as of Q1 2015.

First Western Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
First Western Capital Management sold 3,658 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $205K.
First Western Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
First Western Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $205K in Q4 2014.
96 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2015.

Based on First Western Capital Management's 13F filing for Q1 2015, filed 11 May 2015.