Benedict Financial Advisors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-77,942
Closed -$1.65M 110
2018
Q3
$1.65M Buy
77,942
+7,175
+10% +$152K 0.74% 48
2018
Q2
$1.5M Buy
70,767
+6,236
+10% +$132K 0.74% 48
2018
Q1
$1.36M Buy
64,531
+23,750
+58% +$501K 0.69% 49
2017
Q4
$860K Buy
40,781
+16,639
+69% +$352K 0.41% 71
2017
Q3
$512K Buy
24,142
+2,419
+11% +$51.3K 0.26% 78
2017
Q2
$461K Buy
21,723
+5,250
+32% +$111K 0.24% 78
2017
Q1
$350K Buy
16,473
+2,338
+17% +$49.6K 0.19% 84
2016
Q4
$299K Buy
14,135
+2,455
+21% +$52.1K 0.17% 86
2016
Q3
$248K Buy
11,680
+753
+7% +$16.1K 0.14% 92
2016
Q2
$233K Buy
+10,927
New +$232K 0.14% 91

Benedict Financial Advisors's BSCI Position: Q4 2018 in Review

Benedict Financial Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 77,942 shares — an estimated $1.65M sold.

Benedict Financial Advisors first reported a position in BSCI in Q2 2016 and held it in 10 quarters. The position peaked at $1.65M in Q3 2018. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

  • Benedict Financial Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Benedict Financial Advisors sold 77,942 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $1.65M.
  • Benedict Financial Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2016 and held it in 10 quarters.
  • Benedict Financial Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $1.65M in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on Benedict Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.