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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

R.G. Niederhoffer Capital Management's LQD Position: Q4 2019 in Review

R.G. Niederhoffer Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 4,500 shares — an estimated $574K sold.

R.G. Niederhoffer Capital Management first reported a position in LQD in Q3 2016 and held it in 5 quarters. The position peaked at $1.03M in Q1 2017. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

R.G. Niederhoffer Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
R.G. Niederhoffer Capital Management sold 4,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $574K.
R.G. Niederhoffer Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 5 quarters.
R.G. Niederhoffer Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.03M in Q1 2017.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on R.G. Niederhoffer Capital Management's 13F filing for Q4 2019.