Carroll Financial Associates’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Carroll Financial Associates’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 Q4	–	Sell	-485	Closed	-$10K	–	1349
2017 Q3	$10K	Hold	485	–	–	﹤0.01%	826
2017 Q2	$10K	Hold	485	–	–	﹤0.01%	846
2017 Q1	$10K	Hold	485	–	–	﹤0.01%	847
2016 Q4	$10K	Hold	485	–	–	﹤0.01%	807
2016 Q3	$10K	Hold	485	–	–	﹤0.01%	830
2016 Q2	$11K	Buy	+485	New	+$11K	﹤0.01%	776

Other funds holding BSCH

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

Carroll Financial Associates's BSCH Position: Q4 2017 in Review

Carroll Financial Associates sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 485 shares — an estimated $10K sold.

Carroll Financial Associates first reported a position in BSCH in Q2 2016 and held it in 6 quarters. The position peaked at $11K in Q2 2016. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

Carroll Financial Associates reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Carroll Financial Associates sold 485 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $10K.
Carroll Financial Associates first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2016 and held it in 6 quarters.
Carroll Financial Associates's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $11K in Q2 2016.
6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Carroll Financial Associates's 13F filing for Q4 2017, filed 18 Jan 2018.