CP
BSJH

Camelot Portfolios’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Camelot Portfolios’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
2016
Q4 		– Sell
-18,453
Closed -$478K – 176
2016
Q3 		$478K Buy
18,453
+9,971
+118% +$258K 0.26% 101
2016
Q2 		$219K Buy
+8,482
New +$218K 0.13% 131

Other funds holding BSJH

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Camelot Portfolios's BSJH Position: Q4 2016 in Review

Camelot Portfolios sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2016, closing a stake of 18,453 shares — an estimated $478K sold.

Camelot Portfolios first reported a position in BSJH in Q2 2016 and held it in 2 quarters. The position peaked at $478K in Q3 2016. 100 funds tracked by Wall St. Rank hold BSJH as of Q4 2016.

  • Camelot Portfolios reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Camelot Portfolios sold 18,453 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $478K.
  • Camelot Portfolios first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2016 and held it in 2 quarters.
  • Camelot Portfolios's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $478K in Q3 2016.
  • 100 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2016.

Based on Camelot Portfolios's 13F filing for Q4 2016, filed 20 Jan 2017.