EWM
BSJH

Empirical Wealth Management’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Empirical Wealth Management’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-31,718
Closed -$816K – 155
2017
Q3 		$816K Buy
31,718
+4,580
+17% +$118K 0.19% 62
2017
Q2 		$698K Buy
27,138
+411
+2% +$10.6K 0.17% 64
2017
Q1 		$687K Sell
26,727
-14,836
-36% -$382K 0.17% 63
2016
Q4 		$1.07M Buy
41,563
+4,806
+13% +$124K 0.26% 48
2016
Q3 		$952K Buy
36,757
+3,305
+10% +$85.5K 0.25% 48
2016
Q2 		$865K Sell
33,452
-1,995
-6% -$51.3K 0.23% 53
2016
Q1 		$904K Sell
35,447
-184
-0.5% -$4.59K 0.22% 53
2015
Q4 		$889K Buy
35,631
+410
+1% +$10.4K 0.22% 52
2015
Q3 		$894K Buy
35,221
+8,119
+30% +$211K 0.21% 56
2015
Q2 		$716K Sell
27,102
-2,685
-9% -$71.2K 0.17% 58
2015
Q1 		$787K Buy
29,787
+1,398
+5% +$36.8K 0.19% 53
2014
Q4 		$737K Sell
28,389
-212
-0.7% -$5.62K 0.18% 60
2014
Q3 		$765K Buy
28,601
+2,787
+11% +$75.6K 0.19% 54
2014
Q2 		$712K Buy
25,814
+1,523
+6% +$41.9K 0.18% 55
2014
Q1 		$668K Buy
24,291
+4,647
+24% +$127K 0.18% 57
2013
Q4 		$533K Buy
19,644
+2,722
+16% +$73.5K 0.15% 64
2013
Q3 		$451K Buy
16,922
+4,256
+34% +$113K 0.14% 67
2013
Q2 		$332K Buy
+12,666
New +$340K 0.11% 68

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Empirical Wealth Management's BSJH Position: Q4 2017 in Review

Empirical Wealth Management sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 31,718 shares — an estimated $816K sold.

Empirical Wealth Management first reported a position in BSJH in Q2 2013 and held it in 18 quarters. The position peaked at $1.07M in Q4 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Empirical Wealth Management reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Empirical Wealth Management sold 31,718 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $816K.
  • Empirical Wealth Management first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Empirical Wealth Management's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $1.07M in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Empirical Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.