CAL
BSJK

Capital Advisors Ltd’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Capital Advisors Ltd’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-809
Closed -$18K – 350
2015
Q4 		$18K Hold
809
– – 0.01% 232
2015
Q3 		$19K Buy
+809
New +$19.9K 0.01% 226

Other funds holding BSJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FA
FCG Advisors Chatham, New Jersey $425M AUM 12.09% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Capital Advisors Ltd's BSJK Position: Q1 2016 in Review

Capital Advisors Ltd sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q1 2016, closing a stake of 809 shares — an estimated $18K sold.

Capital Advisors Ltd first reported a position in BSJK in Q3 2015 and held it in 2 quarters. The position peaked at $19K in Q3 2015. 37 funds tracked by Wall St. Rank hold BSJK as of Q1 2016.

  • Capital Advisors Ltd reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Capital Advisors Ltd sold 809 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q1 2016, an estimated $18K.
  • Capital Advisors Ltd first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2015 and held it in 2 quarters.
  • Capital Advisors Ltd's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $19K in Q3 2015.
  • 37 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q1 2016.

Based on Capital Advisors Ltd's 13F filing for Q1 2016, filed 15 Apr 2016.