Girard Securities’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Girard Securities’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 Q2	–	Sell	-14,225	Closed	-$322K	–	179
2017 Q1	$322K	Hold	14,225	–	–	0.28%	101
2016 Q4	$322K	Hold	14,225	–	–	0.28%	101
2016 Q3	$337K	Sell	14,225 -650	-4%	-$14.8K	0.34%	88
2016 Q2	$338K	Hold	14,875	–	–	0.31%	98
2016 Q1	$337K	Hold	14,875	–	–	0.33%	93
2015 Q4	$337K	Buy	+14,875	New	+$337K	0.34%	94

Other funds holding BSCH

MFWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Girard Securities's BSCH Position: Q2 2017 in Review

Girard Securities sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q2 2017, closing a stake of 14,225 shares — an estimated $322K sold.

Girard Securities first reported a position in BSCH in Q4 2015 and held it in 6 quarters. The position peaked at $338K in Q2 2016. 128 funds tracked by Wall St. Rank hold BSCH as of Q2 2017.

Girard Securities reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Girard Securities sold 14,225 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q2 2017, an estimated $322K.
Girard Securities first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2015 and held it in 6 quarters.
Girard Securities's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $338K in Q2 2016.
128 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q2 2017.

Based on Girard Securities's 13F filing for Q2 2017, filed 14 Aug 2017.