CFA
BSCG

Cahill Financial Advisors’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Cahill Financial Advisors’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-14,892
Closed -$329K – 131
2016
Q3 		$329K Buy
14,892
+2
+0% +$44 0.21% 96
2016
Q2 		$329K Buy
14,890
+3
+0% +$66 0.23% 92
2016
Q1 		$329K Buy
14,887
+4
+0% +$88 0.25% 84
2015
Q4 		$329K Sell
14,883
-2,665
-15% -$59.1K 0.27% 80
2015
Q3 		$390K Buy
17,548
+1,353
+8% +$30K 0.32% 78
2015
Q2 		$360K Buy
+16,195
New +$360K 0.27% 82

Other funds holding BSCG

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Cahill Financial Advisors's BSCG Position: Q4 2016 in Review

Cahill Financial Advisors sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2016, closing a stake of 14,892 shares — an estimated $329K sold.

Cahill Financial Advisors first reported a position in BSCG in Q2 2015 and held it in 6 quarters. The position peaked at $390K in Q3 2015. 4 funds tracked by Wall St. Rank hold BSCG as of Q4 2016.

  • Cahill Financial Advisors reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Cahill Financial Advisors sold 14,892 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2016, an estimated $329K.
  • Cahill Financial Advisors first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q2 2015 and held it in 6 quarters.
  • Cahill Financial Advisors's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $390K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2016.

Based on Cahill Financial Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.