Klingman & Associates’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-2,031	Closed	-$177K	–	191
2016 Q3	$177K	Sell	2,031 -55	-3%	-$4.73K	0.05%	102
2016 Q2	$177K	Sell	2,086 -278	-12%	-$23.1K	0.06%	103
2016 Q1	$193K	Hold	2,364	–	–	0.07%	96
2015 Q4	$190K	Sell	2,364 -559	-19%	-$46.5K	0.07%	114
2015 Q3	$243K	Hold	2,923	–	–	0.1%	93
2015 Q2	$260K	Hold	2,923	–	–	0.1%	76
2015 Q1	$265K	Hold	2,923	–	–	0.11%	75
2014 Q4	$261K	Buy	+2,923	New	+$266K	0.11%	74

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates's HYG Position: Q4 2016 in Review

Klingman & Associates sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2016, closing a stake of 2,031 shares — an estimated $177K sold.

Klingman & Associates first reported a position in HYG in Q4 2014 and held it in 8 quarters. The position peaked at $265K in Q1 2015. 570 funds tracked by Wall St. Rank hold HYG as of Q4 2016.

Klingman & Associates reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 2,031 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2016, an estimated $177K.
Klingman & Associates first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 8 quarters.
Klingman & Associates's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $265K in Q1 2015.
570 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.