ERIM
BSCL

Eagle Ridge Investment Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Eagle Ridge Investment Management’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-14,328
Closed -$309K – 150
2016
Q3 		$309K Hold
14,328
– – 0.07% 104
2016
Q2 		$308K Buy
+14,328
New +$305K 0.07% 104

Other funds holding BSCL

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Eagle Ridge Investment Management's BSCL Position: Q4 2016 in Review

Eagle Ridge Investment Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2016, closing a stake of 14,328 shares — an estimated $309K sold.

Eagle Ridge Investment Management first reported a position in BSCL in Q2 2016 and held it in 2 quarters. The position peaked at $309K in Q3 2016. 102 funds tracked by Wall St. Rank hold BSCL as of Q4 2016.

  • Eagle Ridge Investment Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 14,328 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2016, an estimated $309K.
  • Eagle Ridge Investment Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2016 and held it in 2 quarters.
  • Eagle Ridge Investment Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $309K in Q3 2016.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2016.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2016, filed 20 Jan 2017.