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Vaughan David Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Vaughan David Investments’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
-4,382
Closed -$497K – 150
2013
Q3 		$497K Buy
+4,382
New +$496K 0.03% 108

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

Vaughan David Investments's LQD Position: Q4 2013 in Review

Vaughan David Investments sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2013, closing a stake of 4,382 shares — an estimated $497K sold.

Vaughan David Investments first reported a position in LQD in Q3 2013 and held it in 1 quarter. The position peaked at $497K in Q3 2013. 464 funds tracked by Wall St. Rank hold LQD as of Q4 2013.

  • Vaughan David Investments reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Vaughan David Investments sold 4,382 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $497K.
  • Vaughan David Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and held it in 1 quarter.
  • Vaughan David Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $497K in Q3 2013.
  • 464 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2013.

Based on Vaughan David Investments's 13F filing for Q4 2013, filed 6 Feb 2014.