Telemus Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Telemus Capital’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
2018 Q3	–	Sell	-3,820	Closed	-$438K	–	448
2018 Q2	$438K	Sell	3,820 -965	-20%	-$111K	0.03%	309
2018 Q1	$562K	Sell	4,785 -7	-0.1%	-$827	0.05%	272
2017 Q4	$582K	Buy	4,792 +1,457	+44%	+$176K	0.05%	267
2017 Q3	$404K	Sell	3,335 -657	-16%	-$79.4K	0.05%	235
2017 Q2	$481K	Hold	3,992	–	–	0.05%	238
2017 Q1	$471K	Buy	3,992 +2,242	+128%	+$263K	0.05%	227
2016 Q4	$205K	Sell	1,750 -2,957	-63%	-$351K	0.03%	295
2016 Q3	$580K	Sell	4,707 -55	-1%	-$6.78K	0.07%	203
2016 Q2	$584K	Buy	4,762 +656	+16%	+$78.7K	0.07%	195
2016 Q1	$488K	Buy	+4,106	New	+$472K	0.08%	185

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Telemus Capital's LQD Position: Q3 2018 in Review

Telemus Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2018, closing a stake of 3,820 shares — an estimated $438K sold.

Telemus Capital first reported a position in LQD in Q1 2016 and held it in 10 quarters. The position peaked at $584K in Q2 2016. 707 funds tracked by Wall St. Rank hold LQD as of Q3 2018.

Telemus Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Telemus Capital sold 3,820 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $438K.
Telemus Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and held it in 10 quarters.
Telemus Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $584K in Q2 2016.
707 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Telemus Capital's 13F filing for Q3 2018, filed 23 Oct 2018.