EK
BSCH

Evensky & Katz’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Evensky & Katz’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,424
Closed -$32K – 50
2016
Q2 		$32K Sell
1,424
-41,982
-97% -$954K 0.01% 40
2016
Q1 		$982K Buy
+43,406
New +$980K 0.23% 29

Other funds holding BSCH

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Evensky & Katz's BSCH Position: Q3 2016 in Review

Evensky & Katz sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q3 2016, closing a stake of 1,424 shares — an estimated $32K sold.

Evensky & Katz first reported a position in BSCH in Q1 2016 and held it in 2 quarters. The position peaked at $982K in Q1 2016. 127 funds tracked by Wall St. Rank hold BSCH as of Q3 2016.

  • Evensky & Katz reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Evensky & Katz sold 1,424 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q3 2016, an estimated $32K.
  • Evensky & Katz first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Evensky & Katz's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $982K in Q1 2016.
  • 127 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q3 2016.

Based on Evensky & Katz's 13F filing for Q3 2016, filed 14 Nov 2016.