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Lourd Capital’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Lourd Capital’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-18,204
Closed -$1.97M – 192
2018
Q4 		$1.97M Buy
+18,204
New +$1.95M 0.15% 31

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Lourd Capital's GVI Position: Q1 2019 in Review

Lourd Capital sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2019, closing a stake of 18,204 shares — an estimated $1.97M sold.

Lourd Capital first reported a position in GVI in Q4 2018 and held it in 1 quarter. The position peaked at $1.97M in Q4 2018. 202 funds tracked by Wall St. Rank hold GVI as of Q1 2019.

  • Lourd Capital reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 18,204 iShares Intermediate Government/Credit Bond ETF shares in Q1 2019, an estimated $1.97M.
  • Lourd Capital first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2018 and held it in 1 quarter.
  • Lourd Capital's iShares Intermediate Government/Credit Bond ETF position peaked at $1.97M in Q4 2018.
  • 202 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.