CEMP
BSCE

Compass Efficient Model Portfolios’s CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF BSCE Stock Holding History

Compass Efficient Model Portfolios’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$8K Buy
379
+54
+17% +$1.15K 0.3% 75
2013
Q3 		$7K Buy
+325
New +$6.92K 0.05% 65

Other funds holding BSCE

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Compass Efficient Model Portfolios's BSCE Position: Q4 2013 in Review

Compass Efficient Model Portfolios increased its CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF (BSCE) stake by 17% in Q4 2013, buying an estimated $1.15K and bringing the position to 379 shares worth $8K. The position accounts for 0.3% of the portfolio, ranked #75.

Compass Efficient Model Portfolios first reported a position in BSCE in Q3 2013 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold BSCE as of Q4 2013.

  • Compass Efficient Model Portfolios held 379 shares of CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF worth $8K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 54 CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF shares in Q4 2013, an estimated $1.15K.
  • CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF made up 0.3% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #75 holding.
  • Compass Efficient Model Portfolios first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF in Q3 2013 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.