FWM
BSJF

Frontier Wealth Management’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

Frontier Wealth Management’s Portfolio BSJF Stock Details BSJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-16,969
Closed -$439K – 374
2015
Q3 		$439K Sell
16,969
-2,542
-13% -$66K 0.07% 219
2015
Q2 		$508K Sell
19,511
-340
-2% -$8.88K 0.08% 204
2015
Q1 		$518K Sell
19,851
-1,462
-7% -$38.1K 0.08% 163
2014
Q4 		$551K Buy
+21,313
New +$561K 0.1% 134

Other funds holding BSJF

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Frontier Wealth Management's BSJF Position: Q4 2015 in Review

Frontier Wealth Management sold out of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q4 2015, closing a stake of 16,969 shares — an estimated $439K sold.

Frontier Wealth Management first reported a position in BSJF in Q4 2014 and held it in 4 quarters. The position peaked at $551K in Q4 2014. 5 funds tracked by Wall St. Rank hold BSJF as of Q4 2015.

  • Frontier Wealth Management reported no remaining GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position as of Q4 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 16,969 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q4 2015, an estimated $439K.
  • Frontier Wealth Management first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q4 2014 and held it in 4 quarters.
  • Frontier Wealth Management's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $551K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q4 2015.

Based on Frontier Wealth Management's 13F filing for Q4 2015, filed 12 Feb 2016.