Northwest Investment Counselors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Northwest Investment Counselors’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	-184	Closed	-$22K	–	227
2017 Q3	$22K	Sell	184 -496	-73%	-$59.9K	0.01%	241
2017 Q2	$82K	Buy	+680	New	+$81.3K	0.04%	150
2015 Q1	–	Sell	-1,698	Closed	-$203K	–	114
2014 Q4	$203K	Buy	+1,698	New	+$202K	0.13%	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 $336B AUM 34.66% 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 $15.3B AUM 24.71% 1-Year Est. Return

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

Northwest Investment Counselors's LQD Position: Q4 2017 in Review

Northwest Investment Counselors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2017, closing a stake of 184 shares — an estimated $22K sold.

Northwest Investment Counselors first reported a position in LQD in Q4 2014 and held it in 3 quarters. The position peaked at $203K in Q4 2014. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

Northwest Investment Counselors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Northwest Investment Counselors sold 184 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $22K.
Northwest Investment Counselors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
Northwest Investment Counselors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $203K in Q4 2014.
752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Northwest Investment Counselors's 13F filing for Q4 2017, filed 1 Feb 2018.