Financial Advisory Group’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Financial Advisory Group’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
2014 Q4	–	Sell	-25,538	Closed	-$581K	–	55
2014 Q3	$581K	Sell	25,538 -2,250	-8%	-$51.4K	0.32%	23
2014 Q2	$637K	Buy	27,788 +637	+2%	+$14.6K	0.36%	20
2014 Q1	$619K	Buy	27,151 +5,766	+27%	+$131K	0.35%	21
2013 Q4	$485K	Buy	+21,385	New	+$486K	0.28%	30

Other funds holding BSCH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Advisory Group's BSCH Position: Q4 2014 in Review

Financial Advisory Group sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2014, closing a stake of 25,538 shares — an estimated $581K sold.

Financial Advisory Group first reported a position in BSCH in Q4 2013 and held it in 4 quarters. The position peaked at $637K in Q2 2014. 90 funds tracked by Wall St. Rank hold BSCH as of Q4 2014.

Financial Advisory Group reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
Financial Advisory Group sold 25,538 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2014, an estimated $581K.
Financial Advisory Group first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2013 and held it in 4 quarters.
Financial Advisory Group's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $637K in Q2 2014.
90 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2014.

Based on Financial Advisory Group's 13F filing for Q4 2014, filed 29 Jan 2015.