Marco Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Marco Investment 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
2017 Q4	–	Sell	-8,494	Closed	-$1.03M	–	184
2017 Q3	$1.03M	Hold	8,494	–	–	0.16%	106
2017 Q2	$1.02M	Hold	8,494	–	–	0.17%	102
2017 Q1	$1M	Hold	8,494	–	–	0.17%	106
2016 Q4	$995K	Hold	8,494	–	–	0.17%	106
2016 Q3	$1.05M	Hold	8,494	–	–	0.19%	107
2016 Q2	$1.04M	Hold	8,494	–	–	0.19%	103
2016 Q1	$1.01K	Hold	8,494	–	–	0.15%	106
2015 Q4	$968K	Buy	+8,494	New	+$982K	0.18%	109

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EFS

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

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Marco Investment Management's LQD Position: Q4 2017 in Review

Marco Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2017, closing a stake of 8,494 shares — an estimated $1.03M sold.

Marco Investment Management first reported a position in LQD in Q4 2015 and held it in 8 quarters. The position peaked at $1.05M in Q3 2016. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

Marco Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Marco Investment Management sold 8,494 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $1.03M.
Marco Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 8 quarters.
Marco Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.05M in Q3 2016.
752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Marco Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.