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Whitnell & Co’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Whitnell & Co’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-913
Closed -$83K – 313
2013
Q2 		$83K Buy
+913
New +$85.7K 0.04% 165

Other funds holding HYG

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Whitnell & Co's HYG Position: Q3 2013 in Review

Whitnell & Co sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2013, closing a stake of 913 shares — an estimated $83K sold.

Whitnell & Co first reported a position in HYG in Q2 2013 and held it in 1 quarter. The position peaked at $83K in Q2 2013. 393 funds tracked by Wall St. Rank hold HYG as of Q3 2013.

  • Whitnell & Co reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 913 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2013, an estimated $83K.
  • Whitnell & Co first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $83K in Q2 2013.
  • 393 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.