BRWM
BSJE

B. Riley Wealth Management’s GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF BSJE Stock Holding History

B. Riley Wealth Management’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
Q3 		– Sell
-6,980
Closed -$184K – 1215
2014
Q2 		$184K Sell
6,980
-2,305
-25% -$61K 0.12% 231
2014
Q1 		$247K Buy
+9,285
New +$247K 0.18% 149

Other funds holding BSJE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

B. Riley Wealth Management's BSJE Position: Q3 2014 in Review

B. Riley Wealth Management sold out of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) in Q3 2014, closing a stake of 6,980 shares — an estimated $184K sold.

B. Riley Wealth Management first reported a position in BSJE in Q1 2014 and held it in 2 quarters. The position peaked at $247K in Q1 2014. 52 funds tracked by Wall St. Rank hold BSJE as of Q3 2014.

  • B. Riley Wealth Management reported no remaining GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 6,980 GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF shares in Q3 2014, an estimated $184K.
  • B. Riley Wealth Management first reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position peaked at $247K in Q1 2014.
  • 52 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.