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NWQ Investment Management Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

NWQ Investment Management Company’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
2018
Q2 		– Sell
-2,446
Closed -$287K – 170
2018
Q1 		$287K Sell
2,446
-186
-7% -$22K ﹤0.01% 168
2017
Q4 		$320K Sell
2,632
-17,817
-87% -$2.16M ﹤0.01% 185
2017
Q3 		$2.48M Buy
20,449
+16,062
+366% +$1.94M 0.03% 169
2017
Q2 		$529K Sell
4,387
-189
-4% -$22.6K 0.01% 174
2017
Q1 		$580K Sell
4,576
-256
-5% -$30.1K 0.01% 170
2016
Q4 		$566K Sell
4,832
-259
-5% -$30.8K 0.01% 187
2016
Q3 		$627K Buy
5,091
+353
+7% +$43.5K 0.01% 178
2016
Q2 		$582K Sell
4,738
-270
-5% -$32.4K 0.01% 149
2016
Q1 		$595K Sell
5,008
-725
-13% -$83.3K 0.01% 143
2015
Q4 		$653K Sell
5,733
-334
-6% -$38.6K 0.01% 146
2015
Q3 		$704K Sell
6,067
-379
-6% -$43.8K 0.01% 153
2015
Q2 		$746K Sell
6,446
-183,995
-97% -$21.8M 0.01% 141
2015
Q1 		$23.2M Sell
190,441
-10,787
-5% -$1.31M 0.29% 89
2014
Q4 		$24M Sell
201,228
-7,958
-4% -$948K 0.29% 89
2014
Q3 		$24.7M Sell
209,186
-209,007
-50% -$24.8M 0.27% 83
2014
Q2 		$49.9M Sell
418,193
-10,939
-3% -$1.29M 0.5% 54
2014
Q1 		$50.2M Sell
429,132
-5,619
-1% -$652K 0.44% 56
2013
Q4 		$49.6M Sell
434,751
-11,242
-3% -$1.28M 0.43% 53
2013
Q3 		$50.6M Sell
445,993
-7,088
-2% -$802K 0.48% 48
2013
Q2 		$51.5M Buy
+453,081
New +$53.9M 0.45% 45

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWQ Investment Management Company's LQD Position: Q2 2018 in Review

NWQ Investment Management Company sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2018, closing a stake of 2,446 shares — an estimated $287K sold.

NWQ Investment Management Company first reported a position in LQD in Q2 2013 and held it in 20 quarters. The position peaked at $51.5M in Q2 2013. 723 funds tracked by Wall St. Rank hold LQD as of Q2 2018.

  • NWQ Investment Management Company reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • NWQ Investment Management Company sold 2,446 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $287K.
  • NWQ Investment Management Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 20 quarters.
  • NWQ Investment Management Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $51.5M in Q2 2013.
  • 723 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2018.

Based on NWQ Investment Management Company's 13F filing for Q2 2018, filed 14 Aug 2018.