Robertson Stephens Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Robertson Stephens Advisors’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$696K	Sell	7,844 -434	-5%	-$38.3K	0.6%	36
2017 Q2	$732K	Sell	8,278 -2,607	-24%	-$229K	0.66%	35
2017 Q1	$863K	Buy	+10,885	New	+$951K	0.77%	31

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HMC

Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Robertson Stephens Advisors's HYG Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.2% in Q3 2017, selling an estimated $38.3K and leaving 7,844 shares worth $696K. The position accounts for 0.6% of the portfolio, ranked #36.

Robertson Stephens Advisors first reported a position in HYG in Q1 2017 and has held it in 3 quarters since. The position peaked at $863K in Q1 2017. 594 funds tracked by Wall St. Rank hold HYG as of Q3 2017.

Robertson Stephens Advisors held 7,844 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $696K as of Q3 2017.
Robertson Stephens Advisors sold 434 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2017, an estimated $38.3K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.6% of Robertson Stephens Advisors's portfolio in Q3 2017, its #36 holding.
Robertson Stephens Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and has held it in 3 quarters since.
Robertson Stephens Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $863K in Q1 2017.
594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.