FPFS
BSCG

First Personal Financial Services’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

First Personal Financial Services’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,000
Closed -$22K – 957
2016
Q3 		$22K Sell
1,000
-483
-33% -$10.7K 0.01% 420
2016
Q2 		$33K Hold
1,483
– – 0.01% 344
2016
Q1 		$33K Hold
1,483
– – 0.02% 209
2015
Q4 		$33K Sell
1,483
-586
-28% -$13K 0.02% 209
2015
Q3 		$46K Sell
2,069
-348
-14% -$7.71K 0.03% 177
2015
Q2 		$54K Hold
2,417
– – 0.03% 163
2015
Q1 		$54K Sell
2,417
-398
-14% -$8.82K 0.03% 164
2014
Q4 		$62K Buy
+2,815
New +$62.5K 0.04% 152

Other funds holding BSCG

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

First Personal Financial Services's BSCG Position: Q4 2016 in Review

First Personal Financial Services sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2016, closing a stake of 1,000 shares — an estimated $22K sold.

First Personal Financial Services first reported a position in BSCG in Q4 2014 and held it in 8 quarters. The position peaked at $62K in Q4 2014. 4 funds tracked by Wall St. Rank hold BSCG as of Q4 2016.

  • First Personal Financial Services reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • First Personal Financial Services sold 1,000 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2016, an estimated $22K.
  • First Personal Financial Services first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q4 2014 and held it in 8 quarters.
  • First Personal Financial Services's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $62K in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2016.

Based on First Personal Financial Services's 13F filing for Q4 2016, filed 3 Feb 2017.