New York Life Insurance Company’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

New York Life Insurance Company’s Portfolio HYLV Stock Details HYLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$50.1M	Hold	1,994,000	–	–	4.67%	3
2017 Q3	$50.8M	Hold	1,994,000	–	–	5.92%	4
2017 Q2	$50.7M	Buy	1,994,000 +294,000	+17%	+$7.43M	6.51%	3
2017 Q1	$42.8M	Buy	+1,700,000	New	+$42.5M	6.25%	2

Other funds holding HYLV

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

New York Life Insurance Company's HYLV Position: Q4 2017 in Review

New York Life Insurance Company held its IQ S&P High Yield Low Volatility Bond ETF (HYLV) position steady in Q4 2017 at 1,994,000 shares worth $50.1M. The position accounts for 4.67% of the portfolio, ranked #3.

New York Life Insurance Company first reported a position in HYLV in Q1 2017 and has held it in 4 quarters since. The position peaked at $50.8M in Q3 2017. 12 funds tracked by Wall St. Rank hold HYLV as of Q4 2017.

New York Life Insurance Company held 1,994,000 shares of IQ S&P High Yield Low Volatility Bond ETF worth $50.1M as of Q4 2017.
New York Life Insurance Company left its IQ S&P High Yield Low Volatility Bond ETF share count unchanged in Q4 2017.
IQ S&P High Yield Low Volatility Bond ETF made up 4.67% of New York Life Insurance Company's portfolio in Q4 2017, its #3 holding.
New York Life Insurance Company first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q1 2017 and has held it in 4 quarters since.
New York Life Insurance Company's IQ S&P High Yield Low Volatility Bond ETF position peaked at $50.8M in Q3 2017.
12 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q4 2017.

Based on New York Life Insurance Company's 13F filing for Q4 2017, filed 12 Feb 2018.