OCG
HYG icon

Opus Capital Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Opus Capital Group’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,650
Closed -$336K – 232
2014
Q3 		$336K Sell
3,650
-25
-0.7% -$2.34K 0.05% 205
2014
Q2 		$350K Sell
3,675
-4,275
-54% -$404K 0.02% 185
2014
Q1 		$750K Buy
7,950
+4,725
+147% +$443K 0.05% 125
2013
Q4 		$300K Buy
+3,225
New +$299K 0.02% 172

Other funds holding HYG

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return