CWM
BSJI

Cabot Wealth Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Cabot Wealth Management’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-19,570
Closed -$497K – 144
2017
Q2 		$497K Buy
19,570
+3,866
+25% +$98K 0.12% 95
2017
Q1 		$398K Buy
+15,704
New +$397K 0.1% 109

Other funds holding BSJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cabot Wealth Management's BSJI Position: Q3 2017 in Review

Cabot Wealth Management sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q3 2017, closing a stake of 19,570 shares — an estimated $497K sold.

Cabot Wealth Management first reported a position in BSJI in Q1 2017 and held it in 2 quarters. The position peaked at $497K in Q2 2017. 127 funds tracked by Wall St. Rank hold BSJI as of Q3 2017.

  • Cabot Wealth Management reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Cabot Wealth Management sold 19,570 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $497K.
  • Cabot Wealth Management first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2017 and held it in 2 quarters.
  • Cabot Wealth Management's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $497K in Q2 2017.
  • 127 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q3 2017.

Based on Cabot Wealth Management's 13F filing for Q3 2017, filed 6 Nov 2017.