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Perella Weinberg Partners Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Perella Weinberg Partners Capital Management’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-48,846
Closed -$2.74M – 245
2017
Q4 		$2.74M Sell
48,846
-16,484
-25% -$922K 0.26% 84
2017
Q3 		$3.67K Hold
65,330
– – 0.31% 75
2017
Q2 		$3.65M Buy
+65,330
New +$3.63M 0.45% 68

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Perella Weinberg Partners Capital Management's USIG Position: Q1 2018 in Review

Perella Weinberg Partners Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2018, closing a stake of 48,846 shares — an estimated $2.74M sold.

Perella Weinberg Partners Capital Management first reported a position in USIG in Q2 2017 and held it in 3 quarters. The position peaked at $3.65M in Q2 2017. 119 funds tracked by Wall St. Rank hold USIG as of Q1 2018.

  • Perella Weinberg Partners Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 48,846 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $2.74M.
  • Perella Weinberg Partners Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2017 and held it in 3 quarters.
  • Perella Weinberg Partners Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.65M in Q2 2017.
  • 119 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q1 2018, filed 15 May 2018.