BRWA
BSJF

B. Riley Wealth Advisors’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

B. Riley Wealth Advisors’s Portfolio BSJF Stock Details BSJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-21,563
Closed -$290K – 2377
2014
Q2 		$290K Buy
21,563
+10,109
+88% +$272K 0.07% 327
2014
Q1 		$310K Sell
11,454
-403
-3% -$10.9K 0.09% 255
2013
Q4 		$318K Sell
11,857
-1,210
-9% -$32.6K 0.1% 230
2013
Q3 		$349K Sell
13,067
-975
-7% -$25.9K 0.12% 194
2013
Q2 		$368K Buy
+14,042
New +$377K 0.12% 188

Other funds holding BSJF

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
SIAS
Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's BSJF Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q3 2014, closing a stake of 21,563 shares — an estimated $290K sold.

B. Riley Wealth Advisors first reported a position in BSJF in Q2 2013 and held it in 5 quarters. The position peaked at $368K in Q2 2013. 75 funds tracked by Wall St. Rank hold BSJF as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 21,563 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q3 2014, an estimated $290K.
  • B. Riley Wealth Advisors first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q2 2013 and held it in 5 quarters.
  • B. Riley Wealth Advisors's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $368K in Q2 2013.
  • 75 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.