FIM
BSCH

Freedom Investment Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Freedom Investment Management’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
2017
Q4 		– Sell
-56,323
Closed -$1.27M – 1215
2017
Q3 		$1.27M Buy
56,323
+5,758
+11% +$130K 0.07% 256
2017
Q2 		$1.14M Sell
50,565
-17,236
-25% -$390K 0.07% 269
2017
Q1 		$1.53M Sell
67,801
-1,651
-2% -$37.3K 0.09% 183
2016
Q4 		$1.57M Sell
69,452
-47,632
-41% -$1.08M 0.1% 143
2016
Q3 		$2.65M Sell
117,084
-608
-0.5% -$13.8K 0.17% 65
2016
Q2 		$2.68M Buy
117,692
+12,901
+12% +$293K 0.18% 53
2016
Q1 		$2.37M Buy
104,791
+12,319
+13% +$278K 0.17% 64
2015
Q4 		$2.08M Buy
92,472
+66,543
+257% +$1.51M 0.16% 77
2015
Q3 		$654K Sell
25,929
-1,453
-5% -$33K 0.07% 253
2015
Q2 		$623K Buy
27,382
+4,418
+19% +$101K 0.06% 276
2015
Q1 		$524K Buy
22,964
+7,997
+53% +$182K 0.06% 289
2014
Q4 		$340K Buy
14,967
+1,612
+12% +$36.7K 0.04% 379
2014
Q3 		$304K Sell
13,355
-8,458
-39% -$193K 0.05% 329
2014
Q2 		$500K Buy
21,813
+2,083
+11% +$47.7K 0.08% 233
2014
Q1 		$450K Buy
19,730
+884
+5% +$20.2K 0.1% 208
2013
Q4 		$427K Buy
18,846
+6,275
+50% +$142K 0.11% 189
2013
Q3 		$284K Buy
+12,571
New +$282K 0.08% 235

Other funds holding BSCH

FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Freedom Investment Management's BSCH Position: Q4 2017 in Review

Freedom Investment Management sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 56,323 shares — an estimated $1.27M sold.

Freedom Investment Management first reported a position in BSCH in Q3 2013 and held it in 17 quarters. The position peaked at $2.68M in Q2 2016. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • Freedom Investment Management reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Freedom Investment Management sold 56,323 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $1.27M.
  • Freedom Investment Management first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q3 2013 and held it in 17 quarters.
  • Freedom Investment Management's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $2.68M in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Freedom Investment Management's 13F filing for Q4 2017, filed 25 Jan 2018.