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BSCH

Atria Investments’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Atria Investments’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
-47,853
Closed -$1.08M – 905
2017
Q3 		$1.08M Buy
47,853
+290
+0.6% +$6.56K 0.06% 294
2017
Q2 		$1.07M Buy
47,563
+1,261
+3% +$28.5K 0.07% 280
2017
Q1 		$1.05M Buy
46,302
+3,192
+7% +$72.2K 0.07% 250
2016
Q4 		$975K Buy
43,110
+1,218
+3% +$27.6K 0.07% 235
2016
Q3 		$950K Sell
41,892
-16,567
-28% -$376K 0.09% 198
2016
Q2 		$1.33M Buy
58,459
+12,236
+26% +$278K 0.14% 131
2016
Q1 		$1.05M Buy
46,223
+495
+1% +$11.2K 0.12% 139
2015
Q4 		$1.03M Sell
45,728
-754
-2% -$17.1K 0.11% 131
2015
Q3 		$1.05M Sell
46,482
-4,608
-9% -$105K 0.15% 106
2015
Q2 		$1.16M Buy
51,090
+131
+0.3% +$2.99K 0.14% 109
2015
Q1 		$1.16M Buy
50,959
+664
+1% +$15.1K 0.13% 117
2014
Q4 		$1.14M Buy
50,295
+6
+0% +$137 0.12% 137
2014
Q3 		$1.15M Buy
50,289
+7,894
+19% +$180K 0.12% 148
2014
Q2 		$971K Buy
42,395
+4,424
+12% +$101K 0.1% 175
2014
Q1 		$866K Buy
37,971
+11,125
+41% +$254K 0.09% 192
2013
Q4 		$608K Buy
26,846
+5,653
+27% +$128K 0.06% 257
2013
Q3 		$479K Buy
21,193
+9
+0% +$202 0.05% 288
2013
Q2 		$473K Buy
+21,184
New +$483K 0.06% 192

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

Atria Investments's BSCH Position: Q4 2017 in Review

Atria Investments sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 47,853 shares — an estimated $1.08M sold.

Atria Investments first reported a position in BSCH in Q2 2013 and held it in 18 quarters. The position peaked at $1.33M in Q2 2016. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • Atria Investments reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Atria Investments sold 47,853 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $1.08M.
  • Atria Investments first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Atria Investments's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $1.33M in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Atria Investments's 13F filing for Q4 2017, filed 16 Jan 2018.