NR
LKOR icon

Newfound Research’s Northern Trust Credit-Scored US Long Corporate Bond ETF LKOR Stock Holding History

Newfound Research’s Portfolio LKOR Stock Details LKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5
Closed – – 128
2020
Q1 		$0 Hold
5
– – ﹤0.01% 149
2019
Q4 		$0 Buy
5
+1
+25% +$58 ﹤0.01% 181
2019
Q3 		$0 Hold
4
– – ﹤0.01% 189
2019
Q2 		$0 Hold
4
– – ﹤0.01% 190
2019
Q1 		$0 Hold
4
– – ﹤0.01% 188
2018
Q4 		$0 Hold
4
– – ﹤0.01% 176
2018
Q3 		$0 Hold
4
– – ﹤0.01% 203
2018
Q2 		$0 Hold
4
– – ﹤0.01% 192
2018
Q1 		$0 Hold
4
– – ﹤0.01% 218
2017
Q4 		$0 Sell
4
-1
-20% -$54 ﹤0.01% 212
2017
Q3 		$0 Hold
5
– – ﹤0.01% 210
2017
Q2 		$0 Hold
5
– – ﹤0.01% 202
2017
Q1 		$0 Buy
+5
New +$252 ﹤0.01% 199

Other funds holding LKOR

CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Newfound Research's LKOR Position: Q2 2020 in Review

Newfound Research sold out of Northern Trust Credit-Scored US Long Corporate Bond ETF (LKOR) in Q2 2020, closing a stake of 5 shares.

Newfound Research first reported a position in LKOR in Q1 2017 and held it in 13 quarters. The position peaked at $0 in Q1 2020. 8 funds tracked by Wall St. Rank hold LKOR as of Q2 2020.

  • Newfound Research reported no remaining Northern Trust Credit-Scored US Long Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 5 Northern Trust Credit-Scored US Long Corporate Bond ETF shares in Q2 2020.
  • Newfound Research first reported a position in Northern Trust Credit-Scored US Long Corporate Bond ETF in Q1 2017 and held it in 13 quarters.
  • Newfound Research's Northern Trust Credit-Scored US Long Corporate Bond ETF position peaked at $0 in Q1 2020.
  • 8 funds tracked by Wall St. Rank held Northern Trust Credit-Scored US Long Corporate Bond ETF as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.