EWM
BSCE

Empirical Wealth Management’s CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF BSCE Stock Holding History

Empirical Wealth Management’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-130,623
Closed -$2.75M – 107
2014
Q3 		$2.75M Buy
130,623
+10,370
+9% +$219K 0.67% 22
2014
Q2 		$2.54M Buy
120,253
+4,387
+4% +$92.7K 0.63% 21
2014
Q1 		$2.45M Buy
115,866
+29,709
+34% +$630K 0.65% 19
2013
Q4 		$1.83M Buy
86,157
+17,011
+25% +$362K 0.52% 23
2013
Q3 		$1.47M Buy
69,146
+26,879
+64% +$572K 0.46% 24
2013
Q2 		$899K Buy
+42,267
New +$900K 0.3% 34

Other funds holding BSCE

SFT
Simmons First Trust Pine Bluff, Arkansas $875M AUM 3.23% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Empirical Wealth Management's BSCE Position: Q4 2014 in Review

Empirical Wealth Management sold out of CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF (BSCE) in Q4 2014, closing a stake of 130,623 shares — an estimated $2.75M sold.

Empirical Wealth Management first reported a position in BSCE in Q2 2013 and held it in 6 quarters. The position peaked at $2.75M in Q3 2014. 4 funds tracked by Wall St. Rank hold BSCE as of Q4 2014.

  • Empirical Wealth Management reported no remaining CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position as of Q4 2014 after selling out during the quarter.
  • Empirical Wealth Management sold 130,623 CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF shares in Q4 2014, an estimated $2.75M.
  • Empirical Wealth Management first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF in Q2 2013 and held it in 6 quarters.
  • Empirical Wealth Management's CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position peaked at $2.75M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF as of Q4 2014.

Based on Empirical Wealth Management's 13F filing for Q4 2014, filed 10 Feb 2015.