CWM
BSCI

Concert Wealth Management’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Concert Wealth Management’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,110
Closed -$24K – 987
2016
Q3 		$24K Buy
+1,110
New +$23.7K ﹤0.01% 888

Other funds holding BSCI

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
UBS Group
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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Concert Wealth Management's BSCI Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2016, closing a stake of 1,110 shares — an estimated $24K sold.

Concert Wealth Management first reported a position in BSCI in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 134 funds tracked by Wall St. Rank hold BSCI as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,110 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2016, an estimated $24K.
  • Concert Wealth Management first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $24K in Q3 2016.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.