Empirical Wealth Management’s GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF BSJE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-29,459
Closed -$777K 108
2014
Q3
$777K Buy
29,459
+2,631
+10% +$69.5K 0.19% 53
2014
Q2
$710K Buy
26,828
+305
+1% +$8.08K 0.18% 56
2014
Q1
$704K Buy
26,523
+3,963
+18% +$105K 0.19% 53
2013
Q4
$602K Buy
22,560
+3,752
+20% +$100K 0.17% 58
2013
Q3
$502K Buy
18,808
+5,768
+44% +$153K 0.16% 61
2013
Q2
$342K Buy
+13,040
New +$347K 0.11% 65

Other funds holding BSJE

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

Empirical Wealth Management sold out of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) in Q4 2014, closing a stake of 29,459 shares — an estimated $777K sold.

Empirical Wealth Management first reported a position in BSJE in Q2 2013 and held it in 6 quarters. The position peaked at $777K in Q3 2014. 3 funds tracked by Wall St. Rank hold BSJE as of Q4 2014.

  • Empirical Wealth Management reported no remaining GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position as of Q4 2014 after selling out during the quarter.
  • Empirical Wealth Management sold 29,459 GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF shares in Q4 2014, an estimated $777K.
  • Empirical Wealth Management first reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in Q2 2013 and held it in 6 quarters.
  • Empirical Wealth Management's GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position peaked at $777K in Q3 2014.
  • 3 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF as of Q4 2014.

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