Klingman & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-720	Closed	-$89K	–	221
2016 Q3	$89K	Hold	720	–	–	0.03%	145
2016 Q2	$88K	Hold	720	–	–	0.03%	148
2016 Q1	$86K	Hold	720	–	–	0.03%	151
2015 Q4	$82K	Hold	720	–	–	0.03%	179
2015 Q3	$83K	Buy	720 +300	+71%	+$34.7K	0.03%	174
2015 Q2	$49K	Hold	420	–	–	0.02%	182
2015 Q1	$51K	Hold	420	–	–	0.02%	171
2014 Q4	$50K	Buy	+420	New	+$50K	0.02%	179

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

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

Klingman & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2016, closing a stake of 720 shares — an estimated $89K sold.

Klingman & Associates first reported a position in LQD in Q4 2014 and held it in 8 quarters. The position peaked at $89K in Q3 2016. 651 funds tracked by Wall St. Rank hold LQD as of Q4 2016.

Klingman & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 720 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $89K.
Klingman & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 8 quarters.
Klingman & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $89K in Q3 2016.
651 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2016.

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