CPIG
BSCH

Chicago Partners Investment Group’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Chicago Partners Investment Group’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
2016
Q1 		– Sell
-10,944
Closed -$246K – 512
2015
Q4 		$246K Buy
+10,944
New +$248K 0.12% 131

Other funds holding BSCH

AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Chicago Partners Investment Group's BSCH Position: Q1 2016 in Review

Chicago Partners Investment Group sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q1 2016, closing a stake of 10,944 shares — an estimated $246K sold.

Chicago Partners Investment Group first reported a position in BSCH in Q4 2015 and held it in 1 quarter. The position peaked at $246K in Q4 2015. 125 funds tracked by Wall St. Rank hold BSCH as of Q1 2016.

  • Chicago Partners Investment Group reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Chicago Partners Investment Group sold 10,944 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q1 2016, an estimated $246K.
  • Chicago Partners Investment Group first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2015 and held it in 1 quarter.
  • Chicago Partners Investment Group's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $246K in Q4 2015.
  • 125 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q1 2016.

Based on Chicago Partners Investment Group's 13F filing for Q1 2016, filed 26 Apr 2016.