CPA
BSCH

Capital Planning Advisors’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Capital Planning Advisors’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-21,492
Closed -$486K – 152
2017
Q1 		$486K Buy
+21,492
New +$486K 0.24% 74

Other funds holding BSCH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Capital Planning Advisors's BSCH Position: Q2 2017 in Review

Capital Planning Advisors sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q2 2017, closing a stake of 21,492 shares — an estimated $486K sold.

Capital Planning Advisors first reported a position in BSCH in Q1 2017 and held it in 1 quarter. The position peaked at $486K in Q1 2017. 128 funds tracked by Wall St. Rank hold BSCH as of Q2 2017.

  • Capital Planning Advisors reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 21,492 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q2 2017, an estimated $486K.
  • Capital Planning Advisors first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Capital Planning Advisors's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $486K in Q1 2017.
  • 128 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q2 2017.

Based on Capital Planning Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.