CWM
BSCJ

Concert Wealth Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Concert Wealth Management’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,449
Closed -$71K – 979
2016
Q3 		$71K Buy
+3,449
New +$73.8K 0.01% 779
2015
Q1 		– Sell
-15,433
Closed -$323K – 654
2014
Q4 		$323K Buy
+15,433
New +$325K 0.05% 433

Other funds holding BSCJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2016, closing a stake of 3,449 shares — an estimated $71K sold.

Concert Wealth Management first reported a position in BSCJ in Q4 2014 and held it in 2 quarters. The position peaked at $323K in Q4 2014. 122 funds tracked by Wall St. Rank hold BSCJ as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,449 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2016, an estimated $71K.
  • Concert Wealth Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2014 and held it in 2 quarters.
  • Concert Wealth Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $323K in Q4 2014.
  • 122 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2016.

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