FIM
BSCE

Freedom Investment Management’s CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF BSCE Stock Holding History

Freedom Investment Management’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-14,230
Closed -$300K – 632
2014
Q3 		$300K Sell
14,230
-9,027
-39% -$190K 0.05% 335
2014
Q2 		$491K Buy
23,257
+2,195
+10% +$46.4K 0.08% 238
2014
Q1 		$446K Buy
21,062
+2,092
+11% +$44.4K 0.1% 214
2013
Q4 		$403K Buy
18,970
+6,275
+49% +$134K 0.1% 201
2013
Q3 		$270K Buy
+12,695
New +$270K 0.08% 252

Other funds holding BSCE

SFT
Simmons First Trust Pine Bluff, Arkansas $875M AUM 3.23% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Freedom Investment Management's BSCE Position: Q4 2014 in Review

Freedom Investment Management sold out of CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF (BSCE) in Q4 2014, closing a stake of 14,230 shares — an estimated $300K sold.

Freedom Investment Management first reported a position in BSCE in Q3 2013 and held it in 5 quarters. The position peaked at $491K in Q2 2014. 4 funds tracked by Wall St. Rank hold BSCE as of Q4 2014.

  • Freedom Investment Management reported no remaining CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position as of Q4 2014 after selling out during the quarter.
  • Freedom Investment Management sold 14,230 CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF shares in Q4 2014, an estimated $300K.
  • Freedom Investment Management first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF in Q3 2013 and held it in 5 quarters.
  • Freedom Investment Management's CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position peaked at $491K in Q2 2014.
  • 4 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF as of Q4 2014.

Based on Freedom Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.