Q4 2016 |
|
|
|
|
|
|
13F-HR |
2/14/2017, 04:40 PM |
Q3 2016 |
569 |
$284M |
+$78.4M |
-$27.5M |
+$50.9M |
SPY, HYG, JNKXXXX, SJNK, AGG
|
13F-HR |
11/1/2016, 01:57 PM |
Q2 2016 |
580 |
$233M |
+$38.3M |
-$77.2M |
-$38.8M |
HYG, JNKXXXX, AGG, META, SJNK
|
13F-HR |
8/12/2016, 03:50 PM |
Q1 2016 |
597 |
$283M |
+$107M |
-$112M |
-$5.18M |
JNKXXXX, HYG, META, AGG, VIG
|
13F-HR |
5/13/2016, 02:29 PM |
Q4 2015 |
561 |
$317M |
+$101M |
-$436M |
-$335M |
SPY, SPTI, PFF, SPTL, LQD
|
13F-HR |
2/12/2016, 10:10 AM |
Q3 2015 |
631 |
$674M |
+$243M |
-$134M |
+$109M |
IEF, SHY, IVW, IEI, META
|
13F-HR |
11/10/2015, 01:20 PM |
Q2 2015 |
324 |
$658M |
+$113M |
-$43.4M |
+$69.8M |
IVW, IVV, LNKD, VTV, AAPL
|
13F-HR |
7/30/2015, 11:51 AM |
Q1 2015 |
308 |
$633M |
+$150M |
-$41.6M |
+$109M |
HYG, IVW, JNKXXXX, IVV, XOM
|
13F-HR |
5/4/2015, 10:43 AM |
Q4 2014 |
309 |
$596M |
+$147M |
-$44.6M |
+$102M |
IVV, AAPL, VCSH, XOM, IEF
|
13F-HR |
1/12/2015, 04:18 PM |
Q3 2014 |
327 |
$623M |
+$311M |
-$40.2M |
+$271M |
IVV, IJH, AAPL, BSCH, BSCG
|
13F-HR |
10/27/2014, 03:26 PM |
Q2 2014 |
218 |
$381M |
+$129M |
-$124M |
+$5.63M |
IVV, IEF, IWM, IJH, HYG
|
13F-HR |
7/21/2014, 12:46 PM |
Q1 2014 |
191 |
$411M |
+$114M |
-$39.2M |
+$74.7M |
IVV, IWM, SSO, UWM, IBOC
|
13F-HR |
4/15/2014, 02:22 PM |
Q4 2013 |
211 |
$470M |
|
|
|
IVV, IJH, SSO, MVV, IBOC
|
Restatement |
1/21/2014, 02:05 PM |