BPBT
BSCG

Boston Private Bank & Trust’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$50K Hold
2,240
– – ﹤0.01% 567
2014
Q4 		$50K Hold
2,240
– – ﹤0.01% 579
2014
Q3 		$50K Buy
+2,240
New +$50K ﹤0.01% 588

Other funds holding BSCG

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Boston Private Bank & Trust's BSCG Position: Q1 2015 in Review

Boston Private Bank & Trust held its Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) position steady in Q1 2015 at 2,240 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Boston Private Bank & Trust first reported a position in BSCG in Q3 2014 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold BSCG as of Q1 2015.

  • Boston Private Bank & Trust held 2,240 shares of Guggenheim BulletShares 2016 Corporate Bond ETF worth $50K as of Q1 2015.
  • Boston Private Bank & Trust left its Guggenheim BulletShares 2016 Corporate Bond ETF share count unchanged in Q1 2015.
  • Guggenheim BulletShares 2016 Corporate Bond ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #567 holding.
  • Boston Private Bank & Trust first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q3 2014 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.