ECAM
BSCI

East Coast Asset Management’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

East Coast Asset Management’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
2013
Q3 		– Sell
-1,622
Closed -$33K – 351
2013
Q2 		$33K Buy
+1,622
New +$34.3K 0.02% 263

Other funds holding BSCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

East Coast Asset Management's BSCI Position: Q3 2013 in Review

East Coast Asset Management sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q3 2013, closing a stake of 1,622 shares — an estimated $33K sold.

East Coast Asset Management first reported a position in BSCI in Q2 2013 and held it in 1 quarter. The position peaked at $33K in Q2 2013. 25 funds tracked by Wall St. Rank hold BSCI as of Q3 2013.

  • East Coast Asset Management reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 1,622 Invesco BulletShares 2018 Corporate Bond ETF shares in Q3 2013, an estimated $33K.
  • East Coast Asset Management first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $33K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.