Whitegate Investment Counselors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Whitegate Investment Counselors’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
2017 Q2	–	Sell	-1,779	Closed	-$210K	–	175
2017 Q1	$210K	Sell	1,779 -165	-8%	-$19.4K	0.05%	168
2016 Q4	$228K	Buy	+1,944	New	+$231K	0.06%	150

Other funds holding LQD

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EFS

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Whitegate Investment Counselors's LQD Position: Q2 2017 in Review

Whitegate Investment Counselors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2017, closing a stake of 1,779 shares — an estimated $210K sold.

Whitegate Investment Counselors first reported a position in LQD in Q4 2016 and held it in 2 quarters. The position peaked at $228K in Q4 2016. 669 funds tracked by Wall St. Rank hold LQD as of Q2 2017.

Whitegate Investment Counselors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Whitegate Investment Counselors sold 1,779 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $210K.
Whitegate Investment Counselors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 2 quarters.
Whitegate Investment Counselors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $228K in Q4 2016.
669 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Whitegate Investment Counselors's 13F filing for Q2 2017, filed 27 Jul 2017.