BFIM
BSCO

Beese Fulmer Investment Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Beese Fulmer Investment Management’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-19,690
Closed -$437K – 215
2020
Q3 		$437K Buy
19,690
+365
+2% +$8.12K 0.06% 138
2020
Q2 		$426K Buy
+19,325
New +$418K 0.06% 135

Other funds holding BSCO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Beese Fulmer Investment Management's BSCO Position: Q4 2020 in Review

Beese Fulmer Investment Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2020, closing a stake of 19,690 shares — an estimated $437K sold.

Beese Fulmer Investment Management first reported a position in BSCO in Q2 2020 and held it in 2 quarters. The position peaked at $437K in Q3 2020. 216 funds tracked by Wall St. Rank hold BSCO as of Q4 2020.

  • Beese Fulmer Investment Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 19,690 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2020, an estimated $437K.
  • Beese Fulmer Investment Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $437K in Q3 2020.
  • 216 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.