BSW
BSCH

Buckingham Strategic Wealth’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Buckingham Strategic Wealth’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16,955
Closed -$385K – 250
2016
Q3 		$385K Hold
16,955
– – 0.13% 129
2016
Q2 		$386K Buy
+16,955
New +$385K 0.13% 133

Other funds holding BSCH

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Buckingham Strategic Wealth's BSCH Position: Q4 2016 in Review

Buckingham Strategic Wealth sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2016, closing a stake of 16,955 shares — an estimated $385K sold.

Buckingham Strategic Wealth first reported a position in BSCH in Q2 2016 and held it in 2 quarters. The position peaked at $386K in Q2 2016. 138 funds tracked by Wall St. Rank hold BSCH as of Q4 2016.

  • Buckingham Strategic Wealth reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 16,955 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2016, an estimated $385K.
  • Buckingham Strategic Wealth first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2016 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $386K in Q2 2016.
  • 138 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2016.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2016, filed 30 Jan 2017.