HCM
HYG icon

Harvey Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Harvey Capital Management’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-11,550
Closed -$961K – 83
2015
Q3 		$961K Sell
11,550
-350
-3% -$30.3K 0.38% 42
2015
Q2 		$1.06M Hold
11,900
– – 0.36% 49
2015
Q1 		$1.08M Buy
11,900
+200
+2% +$18.1K 0.4% 46
2014
Q4 		$1.05M Buy
11,700
+150
+1% +$13.7K 0.4% 42
2014
Q3 		$1.06M Sell
11,550
-500
-4% -$46.8K 0.42% 42
2014
Q2 		$1.15M Sell
12,050
-266
-2% -$25.1K 0.41% 42
2014
Q1 		$1.16M Buy
12,316
+4,244
+53% +$398K 0.46% 41
2013
Q4 		$749K Buy
+8,072
New +$750K 0.31% 46
2013
Q3 		– Sell
-7,625
Closed -$692K – 60
2013
Q2 		$692K Buy
+7,625
New +$716K 0.43% 42

Other funds holding HYG

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BA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return