BC
BSJE

Bartlett & Co’s GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF BSJE Stock Holding History

Bartlett & Co’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
Q1 		– Sell
-125
Closed -$3K – 736
2013
Q4 		$3K Hold
125
– – ﹤0.01% 653
2013
Q3 		$3K Hold
125
– – ﹤0.01% 708
2013
Q2 		$3K Buy
+125
New +$3.33K ﹤0.01% 691

Other funds holding BSJE

BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co's BSJE Position: Q1 2014 in Review

Bartlett & Co sold out of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) in Q1 2014, closing a stake of 125 shares — an estimated $3K sold.

Bartlett & Co first reported a position in BSJE in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 56 funds tracked by Wall St. Rank hold BSJE as of Q1 2014.

  • Bartlett & Co reported no remaining GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position as of Q1 2014 after selling out during the quarter.
  • Bartlett & Co sold 125 GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF shares in Q1 2014, an estimated $3K.
  • Bartlett & Co first reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in Q2 2013 and held it in 3 quarters.
  • Bartlett & Co's GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position peaked at $3K in Q4 2013.
  • 56 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF as of Q1 2014.

Based on Bartlett & Co's 13F filing for Q1 2014, filed 5 May 2014.