BSW
BSCI

Buckingham Strategic Wealth’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Buckingham Strategic Wealth’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-18,242
Closed -$389K – 246
2016
Q3 		$389K Hold
18,242
– – 0.13% 127
2016
Q2 		$390K Buy
+18,242
New +$388K 0.13% 130

Other funds holding BSCI

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

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

Buckingham Strategic Wealth sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2016, closing a stake of 18,242 shares — an estimated $389K sold.

Buckingham Strategic Wealth first reported a position in BSCI in Q2 2016 and held it in 2 quarters. The position peaked at $390K in Q2 2016. 134 funds tracked by Wall St. Rank hold BSCI as of Q4 2016.

  • Buckingham Strategic Wealth reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 18,242 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2016, an estimated $389K.
  • Buckingham Strategic Wealth first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2016 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $390K in Q2 2016.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2016.

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