Fusion Family Wealth’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Fusion Family Wealth’s Portfolio BSJH Stock Details BSJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-397	Closed	-$10K	–	318
2017 Q3	$10K	Sell	397 -10,308	-96%	-$265K	﹤0.01%	155
2017 Q2	$275K	Sell	10,705 -2,885	-21%	-$74.2K	0.09%	58
2017 Q1	$349K	Sell	13,590 -4,399	-24%	-$113K	0.13%	53
2016 Q4	$465K	Buy	+17,989	New	+$464K	0.27%	38

Other funds holding BSJH

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fusion Family Wealth's BSJH Position: Q4 2017 in Review

Fusion Family Wealth sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 397 shares — an estimated $10K sold.

Fusion Family Wealth first reported a position in BSJH in Q4 2016 and held it in 4 quarters. The position peaked at $465K in Q4 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

Fusion Family Wealth reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Fusion Family Wealth sold 397 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $10K.
Fusion Family Wealth first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
Fusion Family Wealth's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $465K in Q4 2016.
4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.