RGNCM
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R.G. Niederhoffer Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

R.G. Niederhoffer Capital 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
2019
Q4 		– Sell
-4,500
Closed -$574K – 7
2019
Q3 		$574K Buy
+4,500
New +$567K 5.09% 5
2017
Q4 		– Sell
-5,800
Closed -$703K – 14
2017
Q3 		$703K Buy
5,800
+4,100
+241% +$495K 4.52% 11
2017
Q2 		$205K Sell
1,700
-7,000
-80% -$837K 1.69% 17
2017
Q1 		$1.03M Buy
+8,700
New +$1.02M 6.61% 5
2016
Q4 		– Sell
-8,300
Closed -$1.02M – 13
2016
Q3 		$1.02M Buy
+8,300
New +$1.02M 4.94% 8

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return