AP
BSJE

Atwood & Palmer’s GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF BSJE Stock Holding History

Atwood & Palmer’s Portfolio BSJE Stock Details BSJE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-163,218
Closed -$4.31M – 423
2014
Q3 		$4.31M Buy
163,218
+47,540
+41% +$1.26M 0.81% 41
2014
Q2 		$3.06M Buy
+115,678
New +$3.06M 0.82% 42

Other funds holding BSJE

PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

Atwood & Palmer's BSJE Position: Q4 2014 in Review

Atwood & Palmer sold out of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) in Q4 2014, closing a stake of 163,218 shares — an estimated $4.31M sold.

Atwood & Palmer first reported a position in BSJE in Q2 2014 and held it in 2 quarters. The position peaked at $4.31M in Q3 2014. 3 funds tracked by Wall St. Rank hold BSJE as of Q4 2014.

  • Atwood & Palmer reported no remaining GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position as of Q4 2014 after selling out during the quarter.
  • Atwood & Palmer sold 163,218 GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF shares in Q4 2014, an estimated $4.31M.
  • Atwood & Palmer first reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in Q2 2014 and held it in 2 quarters.
  • Atwood & Palmer's GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position peaked at $4.31M in Q3 2014.
  • 3 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF as of Q4 2014.

Based on Atwood & Palmer's 13F filing for Q4 2014, filed 17 Feb 2015.