Rockefeller Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rockefeller Financial Services’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	$53K	Hold	436	–	–	﹤0.01%	411
2017 Q3	$53K	Hold	436	–	–	﹤0.01%	416
2017 Q2	$53K	Sell	436 -42	-9%	-$5.02K	﹤0.01%	378
2017 Q1	$56K	Hold	478	–	–	﹤0.01%	391
2016 Q4	$56K	Sell	478 -28	-6%	-$3.33K	﹤0.01%	412
2016 Q3	$62K	Hold	506	–	–	﹤0.01%	381
2016 Q2	$62K	Hold	506	–	–	﹤0.01%	390
2016 Q1	$60K	Hold	506	–	–	﹤0.01%	408
2015 Q4	$58K	Hold	506	–	–	﹤0.01%	419
2015 Q3	$59K	Hold	506	–	–	﹤0.01%	409
2015 Q2	$59K	Hold	506	–	–	﹤0.01%	389
2015 Q1	$62K	Hold	506	–	–	﹤0.01%	405
2014 Q4	$60K	Hold	506	–	–	﹤0.01%	378
2014 Q3	$60K	Sell	506 -9,583	-95%	-$1.14M	﹤0.01%	395
2014 Q2	$1.2M	Buy	10,089 +9,523	+1,683%	+$1.13M	0.03%	209
2014 Q1	$66K	Hold	566	–	–	﹤0.01%	417
2013 Q4	$65K	Sell	566 -16,233	-97%	-$1.85M	﹤0.01%	405
2013 Q3	$1.91M	Sell	16,799 -14,993	-47%	-$1.7M	0.04%	190
2013 Q2	$3.61M	Buy	+31,792	New	+$3.78M	0.09%	165

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Rockefeller Financial Services's LQD Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2017 at 436 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Rockefeller Financial Services first reported a position in LQD in Q2 2013 and has held it in 19 quarters since. The position peaked at $3.61M in Q2 2013. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

Rockefeller Financial Services held 436 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $53K as of Q4 2017.
Rockefeller Financial Services left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2017.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #411 holding.
Rockefeller Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.61M in Q2 2013.
752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.