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Symphony Asset Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Symphony Asset Management’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-12,500
Closed -$636K – 448
2016
Q3 		$636K Buy
+12,500
New +$637K 0.06% 243

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Bank of Montreal
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Symphony Asset Management's SLQD Position: Q4 2016 in Review

Symphony Asset Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2016, closing a stake of 12,500 shares — an estimated $636K sold.

Symphony Asset Management first reported a position in SLQD in Q3 2016 and held it in 1 quarter. The position peaked at $636K in Q3 2016. 43 funds tracked by Wall St. Rank hold SLQD as of Q4 2016.

  • Symphony Asset Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Symphony Asset Management sold 12,500 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $636K.
  • Symphony Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Symphony Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $636K in Q3 2016.
  • 43 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Symphony Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.