EDRH
BSCJ

Edmond de Rothschild Holding’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Edmond de Rothschild Holding’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-33,000
Closed -$701K – 865
2017
Q1 		$701K Hold
33,000
– – 0.02% 331
2016
Q4 		$698K Buy
+33,000
New +$701K 0.02% 323

Other funds holding BSCJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 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
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
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edmond de Rothschild Holding's BSCJ Position: Q2 2017 in Review

Edmond de Rothschild Holding sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q2 2017, closing a stake of 33,000 shares — an estimated $701K sold.

Edmond de Rothschild Holding first reported a position in BSCJ in Q4 2016 and held it in 2 quarters. The position peaked at $701K in Q1 2017. 138 funds tracked by Wall St. Rank hold BSCJ as of Q2 2017.

  • Edmond de Rothschild Holding reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 33,000 Invesco BulletShares 2019 Corporate Bond ETF shares in Q2 2017, an estimated $701K.
  • Edmond de Rothschild Holding first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2016 and held it in 2 quarters.
  • Edmond de Rothschild Holding's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $701K in Q1 2017.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q2 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2017, filed 10 Aug 2017.