EDRH
BSJJ

Edmond de Rothschild Holding’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Edmond de Rothschild Holding’s Portfolio BSJJ Stock Details BSJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-14,500
Closed -$350K – 894
2016
Q4 		$350K Buy
+14,500
New +$349K 0.01% 418

Other funds holding BSJJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Edmond de Rothschild Holding's BSJJ Position: Q1 2017 in Review

Edmond de Rothschild Holding sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2017, closing a stake of 14,500 shares — an estimated $350K sold.

Edmond de Rothschild Holding first reported a position in BSJJ in Q4 2016 and held it in 1 quarter. The position peaked at $350K in Q4 2016. 89 funds tracked by Wall St. Rank hold BSJJ as of Q1 2017.

  • Edmond de Rothschild Holding reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 14,500 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2017, an estimated $350K.
  • Edmond de Rothschild Holding first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Edmond de Rothschild Holding's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $350K in Q4 2016.
  • 89 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2017, filed 15 May 2017.