CWM
BSCE

Concert Wealth Management’s CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF BSCE Stock Holding History

Concert Wealth Management’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
2014
Q4 		– Sell
-9,967
Closed -$208K – 691
2014
Q3 		$208K Buy
9,967
+8
+0.1% +$169 0.03% 496
2014
Q2 		$206K Buy
9,959
+5
+0.1% +$106 0.03% 510
2014
Q1 		$208K Buy
9,954
+9
+0.1% +$191 0.03% 504
2013
Q4 		$211K Buy
9,945
+12
+0.1% +$255 0.03% 483
2013
Q3 		$211K Buy
9,933
+12
+0.1% +$255 0.03% 473
2013
Q2 		$211K Buy
+9,921
New +$211K 0.03% 441

Other funds holding BSCE

SFT
Simmons First Trust Pine Bluff, Arkansas $875M AUM 3.23% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Concert Wealth Management's BSCE Position: Q4 2014 in Review

Concert Wealth Management sold out of CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF (BSCE) in Q4 2014, closing a stake of 9,967 shares — an estimated $208K sold.

Concert Wealth Management first reported a position in BSCE in Q2 2013 and held it in 6 quarters. The position peaked at $211K in Q4 2013. 4 funds tracked by Wall St. Rank hold BSCE as of Q4 2014.

  • Concert Wealth Management reported no remaining CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position as of Q4 2014 after selling out during the quarter.
  • Concert Wealth Management sold 9,967 CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF shares in Q4 2014, an estimated $208K.
  • Concert Wealth Management first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF in Q2 2013 and held it in 6 quarters.
  • Concert Wealth Management's CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position peaked at $211K in Q4 2013.
  • 4 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.