BMM
BSCH

Buffington Mohr McNeal’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Buffington Mohr McNeal’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
2017
Q3 		– Sell
-122,370
Closed -$2.77M – 139
2017
Q2 		$2.77M Sell
122,370
-11,025
-8% -$249K 1.09% 28
2017
Q1 		$3.02M Sell
133,395
-6,968
-5% -$158K 1.33% 26
2016
Q4 		$3.17M Buy
140,363
+1,575
+1% +$35.7K 1.21% 22
2016
Q3 		$3.15M Sell
138,788
-675
-0.5% -$15.3K 1.32% 18
2016
Q2 		$3.18M Sell
139,463
-1,691
-1% -$38.4K 1.4% 16
2016
Q1 		$3.2M Buy
141,154
+1,610
+1% +$36.4K 1.4% 17
2015
Q4 		$3.14M Buy
139,544
+13,210
+10% +$299K 1.68% 15
2015
Q3 		$2.87M Buy
126,334
+4,672
+4% +$106K 1.88% 14
2015
Q2 		$2.77M Buy
121,662
+29,983
+33% +$684K 1.54% 17
2015
Q1 		$2.09M Buy
91,679
+48,160
+111% +$1.1M 1.16% 22
2014
Q4 		$988K Buy
+43,519
New +$991K 0.57% 36

Other funds holding BSCH

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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Buffington Mohr McNeal's BSCH Position: Q3 2017 in Review

Buffington Mohr McNeal sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q3 2017, closing a stake of 122,370 shares — an estimated $2.77M sold.

Buffington Mohr McNeal first reported a position in BSCH in Q4 2014 and held it in 11 quarters. The position peaked at $3.2M in Q1 2016. 123 funds tracked by Wall St. Rank hold BSCH as of Q3 2017.

  • Buffington Mohr McNeal reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Buffington Mohr McNeal sold 122,370 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q3 2017, an estimated $2.77M.
  • Buffington Mohr McNeal first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2014 and held it in 11 quarters.
  • Buffington Mohr McNeal's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $3.2M in Q1 2016.
  • 123 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q3 2017.

Based on Buffington Mohr McNeal's 13F filing for Q3 2017, filed 30 Oct 2017.