Searle & Co’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Searle & Co’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
2015 Q3	–	Sell	-337	Closed	-$29K	–	172
2015 Q2	$29K	Hold	337	–	–	0.02%	203
2015 Q1	$30K	Hold	337	–	–	0.03%	209
2014 Q4	$30K	Buy	+337	New	+$30.7K	0.03%	230

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Searle & Co's HYG Position: Q3 2015 in Review

Searle & Co sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2015, closing a stake of 337 shares — an estimated $29K sold.

Searle & Co first reported a position in HYG in Q4 2014 and held it in 3 quarters. The position peaked at $30K in Q1 2015. 453 funds tracked by Wall St. Rank hold HYG as of Q3 2015.

Searle & Co reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
Searle & Co sold 337 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2015, an estimated $29K.
Searle & Co first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
Searle & Co's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $30K in Q1 2015.
453 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2015.

Based on Searle & Co's 13F filing for Q3 2015, filed 12 Nov 2015.