AA
BSCH

Apriem Advisors’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Apriem Advisors’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
-40,572
Closed -$918K – 151
2017
Q3 		$918K Sell
40,572
-146,922
-78% -$3.32M 0.23% 53
2017
Q2 		$4.24M Sell
187,494
-118,395
-39% -$2.68M 1.12% 30
2017
Q1 		$6.92M Sell
305,889
-266,831
-47% -$6.03M 1.88% 16
2016
Q4 		$12.9M Buy
572,720
+99,435
+21% +$2.25M 3.84% 4
2016
Q3 		$10.7M Sell
473,285
-363,604
-43% -$8.25M 3.2% 7
2016
Q2 		$19.1M Sell
836,889
-916,972
-52% -$20.8M 6.19% 2
2016
Q1 		$39.7M Buy
1,753,861
+133,382
+8% +$3.01M 15.62% 1
2015
Q4 		$36.5M Sell
1,620,479
-1,062,667
-40% -$24.1M 13.01% 1
2015
Q3 		$60.9M Buy
2,683,146
+2,656,146
+9,838% +$60.3M 22.52% 1
2015
Q2 		$614K Buy
27,000
+11,500
+74% +$262K 0.21% 69
2015
Q1 		$354K Buy
+15,500
New +$353K 0.12% 74

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 $367M AUM 17.86% 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

Apriem Advisors's BSCH Position: Q4 2017 in Review

Apriem Advisors sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 40,572 shares — an estimated $918K sold.

Apriem Advisors first reported a position in BSCH in Q1 2015 and held it in 11 quarters. The position peaked at $60.9M in Q3 2015. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • Apriem Advisors reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Apriem Advisors sold 40,572 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $918K.
  • Apriem Advisors first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q1 2015 and held it in 11 quarters.
  • Apriem Advisors's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $60.9M in Q3 2015.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Apriem Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.