GIM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return