Cabot Wealth Management’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Cabot Wealth Management’s Portfolio BSJH Stock Details BSJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-14,451	Closed	-$372K	–	139
2017 Q3	$372K	Sell	14,451 -3,760	-21%	-$96.6K	0.08%	102
2017 Q2	$468K	Buy	18,211 +90	+0.5%	+$2.31K	0.11%	98
2017 Q1	$466K	Buy	+18,121	New	+$467K	0.11%	101

Other funds holding BSJH

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cabot Wealth Management's BSJH Position: Q4 2017 in Review

Cabot Wealth Management sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 14,451 shares — an estimated $372K sold.

Cabot Wealth Management first reported a position in BSJH in Q1 2017 and held it in 3 quarters. The position peaked at $468K in Q2 2017. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

Cabot Wealth Management reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Cabot Wealth Management sold 14,451 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $372K.
Cabot Wealth Management first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q1 2017 and held it in 3 quarters.
Cabot Wealth Management's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $468K in Q2 2017.
4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Cabot Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.