AWMS
BSCG

Advocacy Wealth Management Services’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Advocacy Wealth Management Services’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,000
Closed -$221K – 402
2016
Q3 		$221K Hold
10,000
– – 0.09% 52
2016
Q2 		$220K Hold
10,000
– – 0.11% 64
2016
Q1 		$220K Buy
+10,000
New +$220K 0.15% 81

Other funds holding BSCG

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Advocacy Wealth Management Services's BSCG Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2016, closing a stake of 10,000 shares — an estimated $221K sold.

Advocacy Wealth Management Services first reported a position in BSCG in Q1 2016 and held it in 3 quarters. The position peaked at $221K in Q3 2016. 4 funds tracked by Wall St. Rank hold BSCG as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 10,000 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2016, an estimated $221K.
  • Advocacy Wealth Management Services first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q1 2016 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $221K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.