Partners Capital Investment Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Partners Capital Investment Group’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 Q3	–	Sell	-60,164	Closed	-$6.89M	–	87
2018 Q2	$6.89M	Sell	60,164 -38,392	-39%	-$4.42M	0.89%	21
2018 Q1	$11.6M	Buy	98,556 +993	+1%	+$117K	1.53%	19
2017 Q4	$11.9M	Sell	97,563 -114,491	-54%	-$13.9M	1.91%	19
2017 Q3	$25.7M	Buy	212,054 +211,653	+52,781%	+$25.6M	4.27%	12
2017 Q2	$48K	Buy	401 +3	+0.8%	+$359	0.01%	50
2017 Q1	$47K	Buy	398 +2	+0.5%	+$235	0.01%	62
2016 Q4	$46K	Buy	396 +4	+1%	+$475	0.01%	70
2016 Q3	$48K	Buy	392 +3	+0.8%	+$370	0.01%	67
2016 Q2	$48K	Buy	389 +4	+1%	+$480	0.01%	63
2016 Q1	$46K	Buy	385 +3	+0.8%	+$345	0.01%	61
2015 Q4	$44K	Buy	+382	New	+$44.2K	0.01%	56

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Partners Capital Investment Group's LQD Position: Q3 2018 in Review

Partners Capital Investment Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2018, closing a stake of 60,164 shares — an estimated $6.89M sold.

Partners Capital Investment Group first reported a position in LQD in Q4 2015 and held it in 11 quarters. The position peaked at $25.7M in Q3 2017. 708 funds tracked by Wall St. Rank hold LQD as of Q3 2018.

Partners Capital Investment Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Partners Capital Investment Group sold 60,164 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $6.89M.
Partners Capital Investment Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 11 quarters.
Partners Capital Investment Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $25.7M in Q3 2017.
708 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Partners Capital Investment Group's 13F filing for Q3 2018, filed 13 Nov 2018.