AC
BSJK

Alexandria Capital’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Alexandria Capital’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,790
Closed -$120K – 574
2017
Q3 		$120K Hold
4,790
– – 0.03% 171
2017
Q2 		$119K Hold
4,790
– – 0.03% 168
2017
Q1 		$118K Buy
+4,790
New +$118K 0.03% 166

Other funds holding BSJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Alexandria Capital's BSJK Position: Q4 2017 in Review

Alexandria Capital sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2017, closing a stake of 4,790 shares — an estimated $120K sold.

Alexandria Capital first reported a position in BSJK in Q1 2017 and held it in 3 quarters. The position peaked at $120K in Q3 2017. 101 funds tracked by Wall St. Rank hold BSJK as of Q4 2017.

  • Alexandria Capital reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Alexandria Capital sold 4,790 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $120K.
  • Alexandria Capital first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q1 2017 and held it in 3 quarters.
  • Alexandria Capital's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $120K in Q3 2017.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.