AP
BSCH

Atwood & Palmer’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Atwood & Palmer’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
-65,381
Closed -$1.48M – 310
2017
Q3 		$1.48M Sell
65,381
-29,949
-31% -$677K 0.21% 56
2017
Q2 		$2.15M Sell
95,330
-213,084
-69% -$4.82M 0.34% 46
2017
Q1 		$6.98M Sell
308,414
-30,823
-9% -$697K 1.12% 31
2016
Q4 		$7.67M Sell
339,237
-18,789
-5% -$425K 1.38% 27
2016
Q3 		$8.12M Sell
358,026
-8,898
-2% -$202K 1.47% 27
2016
Q2 		$8.36M Buy
366,924
+1,578
+0.4% +$35.9K 1.51% 27
2016
Q1 		$8.27M Buy
365,346
+126,456
+53% +$2.86M 1.47% 28
2015
Q4 		$5.38M Buy
238,890
+2,725
+1% +$61.7K 1.02% 35
2015
Q3 		$5.36M Buy
236,165
+13,375
+6% +$304K 1.05% 36
2015
Q2 		$5.07M Buy
222,790
+22,970
+11% +$524K 0.91% 41
2015
Q1 		$4.56M Buy
199,820
+10,025
+5% +$228K 0.81% 42
2014
Q4 		$4.31M Sell
189,795
-8,070
-4% -$184K 0.8% 39
2014
Q3 		$4.5M Buy
197,865
+92,375
+88% +$2.11M 0.85% 39
2014
Q2 		$2.42M Buy
+105,490
New +$2.41M 0.64% 45

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

Atwood & Palmer's BSCH Position: Q4 2017 in Review

Atwood & Palmer sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 65,381 shares — an estimated $1.48M sold.

Atwood & Palmer first reported a position in BSCH in Q2 2014 and held it in 14 quarters. The position peaked at $8.36M in Q2 2016. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • Atwood & Palmer reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Atwood & Palmer sold 65,381 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $1.48M.
  • Atwood & Palmer first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2014 and held it in 14 quarters.
  • Atwood & Palmer's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $8.36M in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Atwood & Palmer's 13F filing for Q4 2017, filed 8 Feb 2018.