FIG
BSCH

Fusion Investment Group’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Fusion Investment Group’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
2014
Q2 		– Sell
-13,143
Closed -$300K – 244
2014
Q1 		$300K Sell
13,143
-4,077
-24% -$93K 0.3% 53
2013
Q4 		$390K Buy
+17,220
New +$391K 0.29% 80

Other funds holding BSCH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Fusion Investment Group's BSCH Position: Q2 2014 in Review

Fusion Investment Group sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q2 2014, closing a stake of 13,143 shares — an estimated $300K sold.

Fusion Investment Group first reported a position in BSCH in Q4 2013 and held it in 2 quarters. The position peaked at $390K in Q4 2013. 73 funds tracked by Wall St. Rank hold BSCH as of Q2 2014.

  • Fusion Investment Group reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Fusion Investment Group sold 13,143 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q2 2014, an estimated $300K.
  • Fusion Investment Group first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2013 and held it in 2 quarters.
  • Fusion Investment Group's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $390K in Q4 2013.
  • 73 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q2 2014.

Based on Fusion Investment Group's 13F filing for Q2 2014, filed 13 Aug 2014.