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Godshalk Welsh Capital Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Godshalk Welsh Capital Management’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
Q4 		– Sell
-4,000
Closed -$202K – 129
2017
Q3 		$202K Buy
+4,000
New +$202K 0.2% 126

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Godshalk Welsh Capital Management's SLQD Position: Q4 2017 in Review

Godshalk Welsh Capital Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2017, closing a stake of 4,000 shares — an estimated $202K sold.

Godshalk Welsh Capital Management first reported a position in SLQD in Q3 2017 and held it in 1 quarter. The position peaked at $202K in Q3 2017. 81 funds tracked by Wall St. Rank hold SLQD as of Q4 2017.

  • Godshalk Welsh Capital Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 4,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $202K.
  • Godshalk Welsh Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $202K in Q3 2017.
  • 81 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Godshalk Welsh Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.