CFA
BSCE

Cahill Financial Advisors’s CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF BSCE Stock Holding History

Cahill Financial Advisors’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,392
Closed -$220K – 114
2014
Q2 		$220K Hold
10,392
– – 0.17% 103
2014
Q1 		$220K Sell
10,392
-2,251
-18% -$47.8K 0.19% 101
2013
Q4 		$269K Buy
+12,643
New +$269K 0.23% 91

Other funds holding BSCE

TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cahill Financial Advisors's BSCE Position: Q3 2014 in Review

Cahill Financial Advisors sold out of CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF (BSCE) in Q3 2014, closing a stake of 10,392 shares — an estimated $220K sold.

Cahill Financial Advisors first reported a position in BSCE in Q4 2013 and held it in 3 quarters. The position peaked at $269K in Q4 2013. 69 funds tracked by Wall St. Rank hold BSCE as of Q3 2014.

  • Cahill Financial Advisors reported no remaining CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position as of Q3 2014 after selling out during the quarter.
  • Cahill Financial Advisors sold 10,392 CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF shares in Q3 2014, an estimated $220K.
  • Cahill Financial Advisors first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF in Q4 2013 and held it in 3 quarters.
  • Cahill Financial Advisors's CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position peaked at $269K in Q4 2013.
  • 69 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF as of Q3 2014.

Based on Cahill Financial Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.