CFA
BSJH

Carroll Financial Associates’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Carroll Financial Associates’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
-13,415
Closed -$345K – 1339
2017
Q3 		$344K Hold
13,415
– – 0.04% 206
2017
Q2 		$345K Hold
13,415
– – 0.04% 207
2017
Q1 		$344K Hold
13,415
– – 0.04% 193
2016
Q4 		$346K Buy
13,415
+620
+5% +$16K 0.05% 177
2016
Q3 		$331K Buy
12,795
+2,515
+24% +$65.1K 0.05% 181
2016
Q2 		$265K Buy
10,280
+430
+4% +$11K 0.04% 198
2016
Q1 		$251K Hold
9,850
– – 0.05% 197
2015
Q4 		$245K Buy
9,850
+8,380
+570% +$213K 0.05% 188
2015
Q3 		$37K Sell
1,470
-530
-27% -$13.8K 0.01% 453
2015
Q2 		$53K Buy
2,000
+1,000
+100% +$26.5K 0.01% 361
2015
Q1 		$26K Hold
1,000
– – 0.01% 382
2014
Q4 		$26K Sell
1,000
-800
-44% -$21.2K 0.02% 348
2014
Q3 		$48K Hold
1,800
– – 0.01% 316
2014
Q2 		$50K Hold
1,800
– – 0.01% 329
2014
Q1 		$50K Buy
1,800
+1,000
+125% +$27.3K 0.02% 308
2013
Q4 		$21K Buy
+800
New +$21.6K 0.01% 410

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 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

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

Carroll Financial Associates sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 13,415 shares — an estimated $345K sold.

Carroll Financial Associates first reported a position in BSJH in Q4 2013 and held it in 16 quarters. The position peaked at $346K in Q4 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Carroll Financial Associates reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Carroll Financial Associates sold 13,415 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $345K.
  • Carroll Financial Associates first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2013 and held it in 16 quarters.
  • Carroll Financial Associates's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $346K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

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