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Moab Capital Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Moab Capital Partners’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
2013
Q4 		– Sell
-14,494
Closed -$1.65M – 30
2013
Q3 		$1.65M Buy
14,494
+2,000
+16% +$226K 0.98% 24
2013
Q2 		$1.42M Buy
+12,494
New +$1.49M 0.85% 25

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Wells Fargo
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Morgan Stanley
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EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BlackRock
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AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
SR
Swiss Reinsurance Zurich, Switzerland $664M AUM 11.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Moab Capital Partners's LQD Position: Q4 2013 in Review

Moab Capital Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2013, closing a stake of 14,494 shares — an estimated $1.65M sold.

Moab Capital Partners first reported a position in LQD in Q2 2013 and held it in 2 quarters. The position peaked at $1.65M in Q3 2013. 464 funds tracked by Wall St. Rank hold LQD as of Q4 2013.

  • Moab Capital Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Moab Capital Partners sold 14,494 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $1.65M.
  • Moab Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
  • Moab Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.65M in Q3 2013.
  • 464 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2013.

Based on Moab Capital Partners's 13F filing for Q4 2013, filed 14 Feb 2014.