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BSCI

FC Advisory’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

FC Advisory’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,614
Closed -$247K – 43
2017
Q2 		$247K Buy
11,614
+29
+0.3% +$616 0.17% 35
2017
Q1 		$246K Buy
+11,585
New +$246K 0.17% 35

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FC Advisory's BSCI Position: Q3 2017 in Review

FC Advisory sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q3 2017, closing a stake of 11,614 shares — an estimated $247K sold.

FC Advisory first reported a position in BSCI in Q1 2017 and held it in 2 quarters. The position peaked at $247K in Q2 2017. 152 funds tracked by Wall St. Rank hold BSCI as of Q3 2017.

  • FC Advisory reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • FC Advisory sold 11,614 Invesco BulletShares 2018 Corporate Bond ETF shares in Q3 2017, an estimated $247K.
  • FC Advisory first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2017 and held it in 2 quarters.
  • FC Advisory's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $247K in Q2 2017.
  • 152 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q3 2017.

Based on FC Advisory's 13F filing for Q3 2017, filed 16 Oct 2017.