HCM
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Horrell Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Horrell Capital 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
Q3 		– Sell
-25
Closed -$3K – 212
2015
Q2 		$3K Sell
25
-766
-97% -$90.8K ﹤0.01% 192
2015
Q1 		$96K Hold
791
– – 0.04% 147
2014
Q4 		$95K Buy
791
+25
+3% +$2.98K 0.04% 150
2014
Q3 		$91K Hold
766
– – 0.04% 155
2014
Q2 		$91K Hold
766
– – 0.04% 163
2014
Q1 		$90K Sell
766
-25
-3% -$2.9K 0.05% 154
2013
Q4 		$91K Sell
791
-18
-2% -$2.06K 0.05% 146
2013
Q3 		$92K Buy
809
+30
+4% +$3.39K 0.05% 138
2013
Q2 		$89K Buy
+779
New +$92.6K 0.05% 141

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $501B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return