Chesley Taft & Associates’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Chesley Taft & Associates’s Portfolio BSJJ Stock Details BSJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-8,650	Closed	-$204K	–	262
2018 Q4	$204K	Hold	8,650	–	–	0.02%	248
2018 Q3	$210K	Hold	8,650	–	–	0.02%	273
2018 Q2	$209K	Buy	8,650 +200	+2%	+$4.84K	0.02%	266
2018 Q1	$205K	Hold	8,450	–	–	0.02%	263
2017 Q4	$206K	Buy	+8,450	New	+$207K	0.02%	281

Other funds holding BSJJ

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Chesley Taft & Associates's BSJJ Position: Q1 2019 in Review

Chesley Taft & Associates sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2019, closing a stake of 8,650 shares — an estimated $204K sold.

Chesley Taft & Associates first reported a position in BSJJ in Q4 2017 and held it in 5 quarters. The position peaked at $210K in Q3 2018. 128 funds tracked by Wall St. Rank hold BSJJ as of Q1 2019.

Chesley Taft & Associates reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Chesley Taft & Associates sold 8,650 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $204K.
Chesley Taft & Associates first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
Chesley Taft & Associates's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $210K in Q3 2018.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2019.

Based on Chesley Taft & Associates's 13F filing for Q1 2019, filed 5 Apr 2019.