GIA
BSCI

GHP Investment Advisors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

GHP Investment Advisors’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16,183
Closed -$343K – 310
2017
Q3 		$343K Sell
16,183
-992
-6% -$21K 0.05% 250
2017
Q2 		$365K Buy
17,175
+30
+0.2% +$637 0.06% 251
2017
Q1 		$364K Buy
17,145
+720
+4% +$15.3K 0.06% 247
2016
Q4 		$348K Sell
16,425
-1,621
-9% -$34.4K 0.06% 245
2016
Q3 		$385K Sell
18,046
-23
-0.1% -$491 0.08% 229
2016
Q2 		$386K Buy
18,069
+6,249
+53% +$133K 0.08% 229
2016
Q1 		$250K Buy
11,820
+1,340
+13% +$28.2K 0.06% 252
2015
Q4 		$220K Buy
+10,480
New +$222K 0.05% 265

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

GHP Investment Advisors's BSCI Position: Q4 2017 in Review

GHP Investment Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2017, closing a stake of 16,183 shares — an estimated $343K sold.

GHP Investment Advisors first reported a position in BSCI in Q4 2015 and held it in 8 quarters. The position peaked at $386K in Q2 2016. 157 funds tracked by Wall St. Rank hold BSCI as of Q4 2017.

  • GHP Investment Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • GHP Investment Advisors sold 16,183 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2017, an estimated $343K.
  • GHP Investment Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2015 and held it in 8 quarters.
  • GHP Investment Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $386K in Q2 2016.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2017.

Based on GHP Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.