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Placemark Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Placemark Investments’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
2014
Q4 		$8.36M Buy
69,995
+14,247
+26% +$1.7M 0.15% 173
2014
Q3 		$6.59M Sell
55,748
-21,531
-28% -$2.56M 0.12% 208
2014
Q2 		$9.22M Sell
77,279
-4,795
-6% -$567K 0.17% 142
2014
Q1 		$9.6M Sell
82,074
-2,877
-3% -$334K 0.18% 126
2013
Q4 		$9.7M Buy
84,951
+3,338
+4% +$381K 0.16% 151
2013
Q3 		$9.27M Sell
81,613
-34,824
-30% -$3.94M 0.18% 138
2013
Q2 		$13.2M Buy
+116,437
New +$13.8M 0.28% 80

Other funds holding LQD

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Placemark Investments's LQD Position: Q4 2014 in Review

Placemark Investments increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 26% in Q4 2014, buying an estimated $1.7M and bringing the position to 69,995 shares worth $8.36M. The position accounts for 0.15% of the portfolio, ranked #173.

Placemark Investments first reported a position in LQD in Q2 2013 and has held it in 7 quarters since. The position peaked at $13.2M in Q2 2013. 527 funds tracked by Wall St. Rank hold LQD as of Q4 2014.

  • Placemark Investments held 69,995 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.36M as of Q4 2014.
  • Placemark Investments bought 14,247 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2014, an estimated $1.7M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of Placemark Investments's portfolio in Q4 2014, its #173 holding.
  • Placemark Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.2M in Q2 2013.
  • 527 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.