Goelzer Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Goelzer Investment Management’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
2015 Q4	–	Sell	-2,050	Closed	-$238K	–	205
2015 Q3	$238K	Sell	2,050 -200	-9%	-$23.1K	0.04%	187
2015 Q2	$260K	Hold	2,250	–	–	0.04%	187
2015 Q1	$274K	Hold	2,250	–	–	0.04%	176
2014 Q4	$269K	Hold	2,250	–	–	0.04%	183
2014 Q3	$266K	Sell	2,250 -500	-18%	-$59.4K	0.04%	181
2014 Q2	$328K	Hold	2,750	–	–	0.05%	167
2014 Q1	$322K	Buy	+2,750	New	+$319K	0.06%	166

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Swiss Re Zurich, Switzerland $1.1B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goelzer Investment Management's LQD Position: Q4 2015 in Review

Goelzer Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2015, closing a stake of 2,050 shares — an estimated $238K sold.

Goelzer Investment Management first reported a position in LQD in Q1 2014 and held it in 7 quarters. The position peaked at $328K in Q2 2014. 565 funds tracked by Wall St. Rank hold LQD as of Q4 2015.

Goelzer Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Goelzer Investment Management sold 2,050 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2015, an estimated $238K.
Goelzer Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and held it in 7 quarters.
Goelzer Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $328K in Q2 2014.
565 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2015.

Based on Goelzer Investment Management's 13F filing for Q4 2015, filed 2 Feb 2016.