CWM
BSCM

Concert Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Concert Wealth Management’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,182
Closed -$65K – 1008
2016
Q3 		$65K Buy
+3,182
New +$68.7K 0.01% 787

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MFWM
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WI
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PV
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2016, closing a stake of 3,182 shares — an estimated $65K sold.

Concert Wealth Management first reported a position in BSCM in Q3 2016 and held it in 1 quarter. The position peaked at $65K in Q3 2016. 76 funds tracked by Wall St. Rank hold BSCM as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,182 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2016, an estimated $65K.
  • Concert Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $65K in Q3 2016.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2016.

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