AP
BSJH

Atwood & Palmer’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Atwood & Palmer’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-169,888
Closed -$4.37M – 308
2017
Q3 		$4.37M Sell
169,888
-13,160
-7% -$338K 0.63% 37
2017
Q2 		$4.71M Sell
183,048
-147,081
-45% -$3.78M 0.74% 36
2017
Q1 		$8.48M Sell
330,129
-34,594
-9% -$892K 1.36% 27
2016
Q4 		$9.42M Sell
364,723
-110
-0% -$2.84K 1.69% 22
2016
Q3 		$9.45M Sell
364,833
-13,968
-4% -$361K 1.72% 24
2016
Q2 		$9.79M Buy
378,801
+2,756
+0.7% +$70.8K 1.77% 25
2016
Q1 		$9.59M Buy
376,045
+163,215
+77% +$4.07M 1.7% 25
2015
Q4 		$5.31M Sell
212,830
-8,718
-4% -$222K 1.01% 36
2015
Q3 		$5.62M Buy
221,548
+13,276
+6% +$345K 1.1% 34
2015
Q2 		$5.5M Buy
208,272
+33,212
+19% +$881K 0.99% 36
2015
Q1 		$4.63M Buy
175,060
+10,930
+7% +$288K 0.83% 41
2014
Q4 		$4.26M Sell
164,130
-3,725
-2% -$98.8K 0.8% 40
2014
Q3 		$4.49M Buy
167,855
+74,950
+81% +$2.03M 0.85% 40
2014
Q2 		$2.56M Buy
+92,905
New +$2.56M 0.68% 44

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Atwood & Palmer sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 169,888 shares — an estimated $4.37M sold.

Atwood & Palmer first reported a position in BSJH in Q2 2014 and held it in 14 quarters. The position peaked at $9.79M in Q2 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Atwood & Palmer reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Atwood & Palmer sold 169,888 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $4.37M.
  • Atwood & Palmer first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2014 and held it in 14 quarters.
  • Atwood & Palmer's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $9.79M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

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