Creative Planning
BSCG

Creative Planning’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Creative Planning’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,700
Closed -$60K – 5046
2016
Q3 		$60K Buy
+2,700
New +$59.5K ﹤0.01% 2223
2015
Q2 		– Sell
-112
Closed -$2K – 3793
2015
Q1 		$2K Buy
112
+12
+12% +$266 ﹤0.01% 3964
2014
Q4 		$2K Buy
+100
New +$2.22K ﹤0.01% 3901

Other funds holding BSCG

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Creative Planning's BSCG Position: Q4 2016 in Review

Creative Planning sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2016, closing a stake of 2,700 shares — an estimated $60K sold.

Creative Planning first reported a position in BSCG in Q4 2014 and held it in 3 quarters. The position peaked at $60K in Q3 2016. 4 funds tracked by Wall St. Rank hold BSCG as of Q4 2016.

  • Creative Planning reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 2,700 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2016, an estimated $60K.
  • Creative Planning first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
  • Creative Planning's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $60K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.