CTA
BSJL

Chesley Taft & Associates’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Chesley Taft & Associates’s Portfolio BSJL Stock Details BSJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,550
Closed -$211K – 271
2019
Q3 		$211K Hold
8,550
– – 0.02% 259
2019
Q2 		$211K Buy
+8,550
New +$211K 0.02% 245

Other funds holding BSJL

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Chesley Taft & Associates's BSJL Position: Q4 2019 in Review

Chesley Taft & Associates sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2019, closing a stake of 8,550 shares — an estimated $211K sold.

Chesley Taft & Associates first reported a position in BSJL in Q2 2019 and held it in 2 quarters. The position peaked at $211K in Q3 2019. 134 funds tracked by Wall St. Rank hold BSJL as of Q4 2019.

  • Chesley Taft & Associates reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Chesley Taft & Associates sold 8,550 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $211K.
  • Chesley Taft & Associates first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q2 2019 and held it in 2 quarters.
  • Chesley Taft & Associates's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $211K in Q3 2019.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2019.

Based on Chesley Taft & Associates's 13F filing for Q4 2019, filed 10 Jan 2020.