Advocacy Wealth Management Services’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-9,400
Closed -$243K 403
2016
Q3
$243K Sell
9,400
-104
-1% -$2.68K 0.09% 47
2016
Q2
$245K Sell
9,504
-8,869
-48% -$229K 0.12% 60
2016
Q1
$474K Sell
18,373
-23,688
-56% -$608K 0.33% 50
2015
Q4
$1.09M Buy
+42,061
New +$1.09M 1.23% 18

Other funds holding BSJG

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

Advocacy Wealth Management Services sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q4 2016, closing a stake of 9,400 shares — an estimated $243K sold.

Advocacy Wealth Management Services first reported a position in BSJG in Q4 2015 and held it in 4 quarters. The position peaked at $1.09M in Q4 2015. 2 funds tracked by Wall St. Rank hold BSJG as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 9,400 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $243K.
  • Advocacy Wealth Management Services first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q4 2015 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $1.09M in Q4 2015.
  • 2 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q4 2016.

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