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Pekin Hardy Strauss’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Pekin Hardy Strauss’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
2015
Q1 		– Sell
-2,293
Closed -$274K – 205
2014
Q4 		$274K Buy
+2,293
New +$273K 0.04% 202

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Pekin Hardy Strauss's LQD Position: Q1 2015 in Review

Pekin Hardy Strauss sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2015, closing a stake of 2,293 shares — an estimated $274K sold.

Pekin Hardy Strauss first reported a position in LQD in Q4 2014 and held it in 1 quarter. The position peaked at $274K in Q4 2014. 557 funds tracked by Wall St. Rank hold LQD as of Q1 2015.

  • Pekin Hardy Strauss reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Pekin Hardy Strauss sold 2,293 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $274K.
  • Pekin Hardy Strauss first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
  • Pekin Hardy Strauss's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $274K in Q4 2014.
  • 557 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2015.

Based on Pekin Hardy Strauss's 13F filing for Q1 2015, filed 11 May 2015.