Columbia Asset Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Columbia Asset Management’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 Q1	–	Sell	-5,420	Closed	-$123K	–	222
2016 Q4	$123K	Buy	+5,420	New	+$123K	0.04%	198
2015 Q2	–	Sell	-9,490	Closed	-$217K	–	201
2015 Q1	$217K	Hold	9,490	–	–	0.08%	180
2014 Q4	$216K	Buy	+9,490	New	+$216K	0.08%	170

Other funds holding BSCH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Columbia Asset Management's BSCH Position: Q1 2017 in Review

Columbia Asset Management sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q1 2017, closing a stake of 5,420 shares — an estimated $123K sold.

Columbia Asset Management first reported a position in BSCH in Q4 2014 and held it in 3 quarters. The position peaked at $217K in Q1 2015. 135 funds tracked by Wall St. Rank hold BSCH as of Q1 2017.

Columbia Asset Management reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Columbia Asset Management sold 5,420 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q1 2017, an estimated $123K.
Columbia Asset Management first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
Columbia Asset Management's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $217K in Q1 2015.
135 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q1 2017.

Based on Columbia Asset Management's 13F filing for Q1 2017, filed 12 May 2017.