AEPG
BSCG

American Economic Planning Group’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

American Economic Planning Group’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
-47,939
Closed -$1.06M – 65
2016
Q3 		$1.06M Sell
47,939
-405
-0.8% -$8.93K 0.42% 17
2016
Q2 		$1.07M Buy
48,344
+104
+0.2% +$2.29K 0.43% 15
2016
Q1 		$1.06M Sell
48,240
-582
-1% -$12.8K 0.43% 14
2015
Q4 		$1.08M Buy
48,822
+4,797
+11% +$106K 0.42% 16
2015
Q3 		$977K Sell
44,025
-5,384
-11% -$119K 0.43% 13
2015
Q2 		$1.1M Sell
49,409
-888
-2% -$19.7K 0.45% 15
2015
Q1 		$1.12M Buy
50,297
+841
+2% +$18.6K 0.42% 13
2014
Q4 		$1.09M Buy
49,456
+24
+0% +$533 0.42% 16
2014
Q3 		$1.1M Buy
49,432
+8,102
+20% +$181K 0.43% 13
2014
Q2 		$925K Buy
41,330
+2,893
+8% +$64.7K 0.34% 15
2014
Q1 		$860K Buy
38,437
+10,984
+40% +$245K 0.34% 14
2013
Q4 		$612K Buy
27,453
+7,496
+38% +$167K 0.22% 18
2013
Q3 		$414K Sell
19,957
-1,777
-8% -$39.3K 0.17% 16
2013
Q2 		$480K Buy
+21,734
New +$485K 0.18% 15

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

American Economic Planning Group's BSCG Position: Q4 2016 in Review

American Economic Planning Group sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2016, closing a stake of 47,939 shares — an estimated $1.06M sold.

American Economic Planning Group first reported a position in BSCG in Q2 2013 and held it in 14 quarters. The position peaked at $1.12M in Q1 2015. 4 funds tracked by Wall St. Rank hold BSCG as of Q4 2016.

  • American Economic Planning Group reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • American Economic Planning Group sold 47,939 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2016, an estimated $1.06M.
  • American Economic Planning Group first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q2 2013 and held it in 14 quarters.
  • American Economic Planning Group's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $1.12M in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2016.

Based on American Economic Planning Group's 13F filing for Q4 2016, filed 27 Jan 2017.