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Simply Money Advisors: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simply Money Advisors on LQD, newest first. How the timeline and the estimate are built.

Simply Money Advisors held 126,098 LQD shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 126,098 shares
    Change vs previous 13F -75,577 shares

    2.08% of the 13F portfolio, value $14,803,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-12-31
    13F 201,675 shares
    Change vs previous 13F -1,150 shares

    3.17% of the 13F portfolio, value $24,516,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-09-30
    13F 202,825 shares
    Change vs previous 13F -1,389 shares

    3.25% of the 13F portfolio, value $24,588,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-06-30
    13F 204,214 shares
    Change vs previous 13F -2,226 shares

    3.36% of the 13F portfolio, value $24,610,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-03-31
    13F 206,440 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $24,341,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).