BCFS
BSCI

Butensky & Cohen Financial Security’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Butensky & Cohen Financial Security’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
2017
Q3 		– Sell
-130
Closed -$3K – 126
2017
Q2 		$3K Buy
+130
New +$2.76K ﹤0.01% 125

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Butensky & Cohen Financial Security's BSCI Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q3 2017, closing a stake of 130 shares — an estimated $3K sold.

Butensky & Cohen Financial Security first reported a position in BSCI in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 152 funds tracked by Wall St. Rank hold BSCI as of Q3 2017.

  • Butensky & Cohen Financial Security reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 130 Invesco BulletShares 2018 Corporate Bond ETF shares in Q3 2017, an estimated $3K.
  • Butensky & Cohen Financial Security first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Butensky & Cohen Financial Security's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $3K in Q2 2017.
  • 152 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.