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Lombard Odier & Cie (Canada)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lombard Odier & Cie (Canada)’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
Q4 		– Sell
-550
Closed -$64K – 77
2015
Q3 		$64K Sell
550
-1,400
-72% -$162K 0.17% 63
2015
Q2 		$226K Hold
1,950
– – 0.49% 49
2015
Q1 		$237K Hold
1,950
– – 0.37% 55
2014
Q4 		$233K Buy
1,950
+1,090
+127% +$130K 0.33% 59
2014
Q3 		$102K Hold
860
– – 0.07% 104
2014
Q2 		$103K Hold
860
– – 0.07% 108
2014
Q1 		$101K Hold
860
– – 0.08% 100
2013
Q4 		$98K Buy
+860
New +$98.2K 0.1% 79

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return