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Thomaspartners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Thomaspartners’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-270
Closed -$15K – 192
2013
Q2 		$15K Buy
+270
New +$15.1K ﹤0.01% 181

Other funds holding USIG

ECM
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Thomaspartners's USIG Position: Q3 2013 in Review

Thomaspartners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2013, closing a stake of 270 shares — an estimated $15K sold.

Thomaspartners first reported a position in USIG in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 93 funds tracked by Wall St. Rank hold USIG as of Q3 2013.

  • Thomaspartners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Thomaspartners sold 270 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2013, an estimated $15K.
  • Thomaspartners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Thomaspartners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $15K in Q2 2013.
  • 93 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2013.

Based on Thomaspartners's 13F filing for Q3 2013, filed 14 Nov 2013.