EIM
BSJI

Emerson Investment Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Emerson Investment Management’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$2.82M Buy
116,848
+1,823
+2% +$43K 0.53% 63
2015
Q4 		$2.72M Buy
+115,025
New +$2.81M 0.53% 63

Other funds holding BSJI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Emerson Investment Management's BSJI Position: Q1 2016 in Review

Emerson Investment Management increased its Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) stake by 1.6% in Q1 2016, buying an estimated $43K and bringing the position to 116,848 shares worth $2.82M. The position accounts for 0.53% of the portfolio, ranked #63.

Emerson Investment Management first reported a position in BSJI in Q4 2015 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold BSJI as of Q1 2016.

  • Emerson Investment Management held 116,848 shares of Invesco BulletShares 2018 High Yield Corporate Bond ETF worth $2.82M as of Q1 2016.
  • Emerson Investment Management bought 1,823 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q1 2016, an estimated $43K.
  • Invesco BulletShares 2018 High Yield Corporate Bond ETF made up 0.53% of Emerson Investment Management's portfolio in Q1 2016, its #63 holding.
  • Emerson Investment Management first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q4 2015 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.