BC
BSJF

Bartlett & Co’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

Bartlett & Co’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
-185
Closed -$5K – 733
2014
Q2 		$5K Hold
185
– – ﹤0.01% 665
2014
Q1 		$5K Buy
+185
New +$4.98K ﹤0.01% 646

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

Bartlett & Co's BSJF Position: Q3 2014 in Review

Bartlett & Co sold out of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q3 2014, closing a stake of 185 shares — an estimated $5K sold.

Bartlett & Co first reported a position in BSJF in Q1 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 75 funds tracked by Wall St. Rank hold BSJF as of Q3 2014.

  • Bartlett & Co reported no remaining GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position as of Q3 2014 after selling out during the quarter.
  • Bartlett & Co sold 185 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q3 2014, an estimated $5K.
  • Bartlett & Co first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q1 2014 and held it in 2 quarters.
  • Bartlett & Co's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $5K in Q2 2014.
  • 75 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q3 2014.

Based on Bartlett & Co's 13F filing for Q3 2014, filed 27 Oct 2014.