CAL
BSJH

Capital Advisors Ltd’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Capital Advisors Ltd’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
-37,847
Closed -$972K – 414
2017
Q3 		$973K Sell
37,847
-10,071
-21% -$259K 0.34% 46
2017
Q2 		$1.23M Sell
47,918
-3,261
-6% -$83.8K 0.45% 39
2017
Q1 		$1.31M Sell
51,179
-252
-0.5% -$6.5K 0.51% 34
2016
Q4 		$1.33M Sell
51,431
-1,220
-2% -$31.5K 0.55% 34
2016
Q3 		$1.36M Sell
52,651
-1,661
-3% -$43K 0.6% 30
2016
Q2 		$1.4M Sell
54,312
-1,874
-3% -$48.1K 0.66% 28
2016
Q1 		$1.43M Buy
56,186
+1,852
+3% +$46.2K 0.71% 27
2015
Q4 		$1.36M Buy
54,334
+1,005
+2% +$25.6K 0.71% 27
2015
Q3 		$1.35M Buy
53,329
+6,721
+14% +$175K 0.75% 27
2015
Q2 		$1.23M Buy
46,608
+6,813
+17% +$181K 0.64% 30
2015
Q1 		$1.05M Buy
39,795
+27,888
+234% +$734K 0.55% 32
2014
Q4 		$309K Buy
11,907
+1,694
+17% +$44.9K 0.17% 74
2014
Q3 		$273K Buy
10,213
+2,768
+37% +$75K 0.16% 75
2014
Q2 		$205K Buy
7,445
+376
+5% +$10.3K 0.12% 95
2014
Q1 		$195K Buy
7,069
+3,496
+98% +$95.5K 0.11% 97
2013
Q4 		$97K Buy
+3,573
New +$96.5K 0.06% 113

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

Capital Advisors Ltd's BSJH Position: Q4 2017 in Review

Capital Advisors Ltd sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 37,847 shares — an estimated $972K sold.

Capital Advisors Ltd first reported a position in BSJH in Q4 2013 and held it in 16 quarters. The position peaked at $1.43M in Q1 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Capital Advisors Ltd reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Capital Advisors Ltd sold 37,847 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $972K.
  • Capital Advisors Ltd first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2013 and held it in 16 quarters.
  • Capital Advisors Ltd's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $1.43M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Capital Advisors Ltd's 13F filing for Q4 2017, filed 16 Jan 2018.