ECML
BSCI

Eagle Capital Management (Louisiana)’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Eagle Capital Management (Louisiana)’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
2017
Q3 		– Sell
-110,970
Closed -$2.36M – 46
2017
Q2 		$2.36M Sell
110,970
-1,047
-0.9% -$22.2K 1.4% 34
2017
Q1 		$2.38M Buy
112,017
+100,124
+842% +$2.12M 1.46% 35
2016
Q4 		$252K Buy
+11,893
New +$252K 0.17% 47

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $6.59M AUM 15.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s BSCI Position: Q3 2017 in Review

Eagle Capital Management (Louisiana) sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q3 2017, closing a stake of 110,970 shares — an estimated $2.36M sold.

Eagle Capital Management (Louisiana) first reported a position in BSCI in Q4 2016 and held it in 3 quarters. The position peaked at $2.38M in Q1 2017. 152 funds tracked by Wall St. Rank hold BSCI as of Q3 2017.

  • Eagle Capital Management (Louisiana) reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Eagle Capital Management (Louisiana) sold 110,970 Invesco BulletShares 2018 Corporate Bond ETF shares in Q3 2017, an estimated $2.36M.
  • Eagle Capital Management (Louisiana) first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2016 and held it in 3 quarters.
  • Eagle Capital Management (Louisiana)'s Invesco BulletShares 2018 Corporate Bond ETF position peaked at $2.38M in Q1 2017.
  • 152 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q3 2017.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q3 2017, filed 16 Oct 2017.