AEPG
BSCH

American Economic Planning Group’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

American Economic Planning Group’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-48,726
Closed -$1.1M – 87
2017
Q3 		$1.1M Buy
48,726
+388
+0.8% +$8.77K 0.41% 21
2017
Q2 		$1.09M Buy
48,338
+1,275
+3% +$28.8K 0.43% 18
2017
Q1 		$1.06M Sell
47,063
-94
-0.2% -$2.13K 0.43% 18
2016
Q4 		$1.07M Buy
47,157
+351
+0.7% +$7.95K 0.46% 18
2016
Q3 		$1.06M Sell
46,806
-590
-1% -$13.4K 0.43% 16
2016
Q2 		$1.08M Buy
47,396
+72
+0.2% +$1.64K 0.43% 14
2016
Q1 		$1.07M Sell
47,324
-1,507
-3% -$34K 0.43% 13
2015
Q4 		$1.1M Buy
48,831
+4,324
+10% +$97.9K 0.43% 15
2015
Q3 		$1.01M Sell
44,507
-4,243
-9% -$96.4K 0.44% 12
2015
Q2 		$1.11M Sell
48,750
-234
-0.5% -$5.33K 0.46% 13
2015
Q1 		$1.12M Buy
48,984
+664
+1% +$15.1K 0.42% 14
2014
Q4 		$1.1M Buy
48,320
+6
+0% +$137 0.42% 14
2014
Q3 		$1.1M Buy
48,314
+7,894
+20% +$180K 0.43% 14
2014
Q2 		$926K Buy
40,420
+2,670
+7% +$61.1K 0.34% 14
2014
Q1 		$861K Buy
37,750
+10,904
+41% +$249K 0.34% 13
2013
Q4 		$608K Buy
26,846
+6,889
+35% +$156K 0.22% 20
2013
Q3 		$414K Sell
19,957
-1,227
-6% -$27.5K 0.17% 20
2013
Q2 		$473K Buy
+21,184
New +$483K 0.18% 16

Other funds holding BSCH

FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

American Economic Planning Group's BSCH Position: Q4 2017 in Review

American Economic Planning Group sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 48,726 shares — an estimated $1.1M sold.

American Economic Planning Group first reported a position in BSCH in Q2 2013 and held it in 18 quarters. The position peaked at $1.12M in Q1 2015. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • American Economic Planning Group reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • American Economic Planning Group sold 48,726 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $1.1M.
  • American Economic Planning Group first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • American Economic Planning Group's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $1.12M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on American Economic Planning Group's 13F filing for Q4 2017, filed 29 Jan 2018.