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

McKinley Capital 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	-79	Closed	-$10K	–	357
2017 Q3	$10K	Hold	79	–	–	﹤0.01%	336
2017 Q2	$10K	Sell	79 -68	-46%	-$8.13K	﹤0.01%	446
2017 Q1	$17K	Hold	147	–	–	﹤0.01%	443
2016 Q4	$17K	Hold	147	–	–	﹤0.01%	459
2016 Q3	$18K	Buy	+147	New	+$18.1K	﹤0.01%	485

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

McKinley Capital Management's LQD Position: Q4 2017 in Review

McKinley Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2017, closing a stake of 79 shares — an estimated $10K sold.

McKinley Capital Management first reported a position in LQD in Q3 2016 and held it in 5 quarters. The position peaked at $18K in Q3 2016. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

McKinley Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
McKinley Capital Management sold 79 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $10K.
McKinley Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 5 quarters.
McKinley Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $18K in Q3 2016.
752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

Based on McKinley Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.