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Simmons First Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Simmons First Trust’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
2013
Q4 		– Sell
-4,434
Closed -$503K – 120
2013
Q3 		$503K Buy
+4,434
New +$502K 0.2% 82

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
SR
Swiss Reinsurance Zurich, Switzerland $664M AUM 11.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Simmons First Trust's LQD Position: Q4 2013 in Review

Simmons First Trust sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2013, closing a stake of 4,434 shares — an estimated $503K sold.

Simmons First Trust first reported a position in LQD in Q3 2013 and held it in 1 quarter. The position peaked at $503K in Q3 2013. 464 funds tracked by Wall St. Rank hold LQD as of Q4 2013.

  • Simmons First Trust reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Simmons First Trust sold 4,434 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $503K.
  • Simmons First Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and held it in 1 quarter.
  • Simmons First Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $503K in Q3 2013.
  • 464 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2013.

Based on Simmons First Trust's 13F filing for Q4 2013, filed 6 Feb 2014.