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Quantres Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Quantres Asset Management’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
2017
Q4 		– Sell
-3,709
Closed -$450K – 233
2017
Q3 		$450K Buy
+3,709
New +$448K 0.29% 116
2016
Q4 		– Sell
-4,458
Closed -$549K – 206
2016
Q3 		$549K Buy
+4,458
New +$549K 0.34% 102

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quantres Asset Management's LQD Position: Q4 2017 in Review

Quantres Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2017, closing a stake of 3,709 shares — an estimated $450K sold.

Quantres Asset Management first reported a position in LQD in Q3 2016 and held it in 2 quarters. The position peaked at $549K in Q3 2016. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

  • Quantres Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Quantres Asset Management sold 3,709 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $450K.
  • Quantres Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 2 quarters.
  • Quantres Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $549K in Q3 2016.
  • 752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Quantres Asset Management's 13F filing for Q4 2017, filed 5 Jan 2018.