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J.P. Turner & Co Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

J.P. Turner & Co 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
Q1 		– Sell
-2,309
Closed -$277K – 219
2014
Q4 		$277K Buy
+2,309
New +$275K 0.27% 123

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

J.P. Turner & Co Capital Management's LQD Position: Q1 2015 in Review

J.P. Turner & Co Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2015, closing a stake of 2,309 shares — an estimated $277K sold.

J.P. Turner & Co Capital Management first reported a position in LQD in Q4 2014 and held it in 1 quarter. The position peaked at $277K in Q4 2014. 557 funds tracked by Wall St. Rank hold LQD as of Q1 2015.

  • J.P. Turner & Co Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • J.P. Turner & Co Capital Management sold 2,309 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $277K.
  • J.P. Turner & Co Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
  • J.P. Turner & Co Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $277K in Q4 2014.
  • 557 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q1 2015, filed 14 May 2015.