BFEC
BSCG

Benjamin F. Edwards & Company’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Benjamin F. Edwards & Company’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-87
Closed -$2K – 961
2014
Q1 		$2K Sell
87
-2,521
-97% -$56.3K ﹤0.01% 863
2013
Q4 		$58K Sell
2,608
-235
-8% -$5.24K 0.02% 415
2013
Q3 		$63K Sell
2,843
-693
-20% -$15.3K 0.02% 369
2013
Q2 		$78K Buy
+3,536
New +$78.8K 0.03% 321

Other funds holding BSCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Benjamin F. Edwards & Company's BSCG Position: Q2 2014 in Review

Benjamin F. Edwards & Company sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q2 2014, closing a stake of 87 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in BSCG in Q2 2013 and held it in 4 quarters. The position peaked at $78K in Q2 2013. 79 funds tracked by Wall St. Rank hold BSCG as of Q2 2014.

  • Benjamin F. Edwards & Company reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 87 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q2 2014, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q2 2013 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $78K in Q2 2013.
  • 79 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q2 2014.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2014, filed 21 Jul 2014.