GS
BSCL

Girard Securities’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Girard Securities’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-9,475
Closed -$201K – 162
2017
Q2 		$201K Sell
9,475
-7,500
-44% -$160K 0.15% 151
2017
Q1 		$359K Sell
16,975
-3,100
-15% -$65.3K 0.31% 90
2016
Q4 		$421K Hold
20,075
– – 0.37% 84
2016
Q3 		$434K Hold
20,075
– – 0.44% 66
2016
Q2 		$433K Hold
20,075
– – 0.4% 72
2016
Q1 		$424K Hold
20,075
– – 0.42% 74
2015
Q4 		$412K Buy
+20,075
New +$416K 0.41% 71

Other funds holding BSCL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Girard Securities's BSCL Position: Q3 2017 in Review

Girard Securities sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2017, closing a stake of 9,475 shares — an estimated $201K sold.

Girard Securities first reported a position in BSCL in Q4 2015 and held it in 7 quarters. The position peaked at $434K in Q3 2016. 132 funds tracked by Wall St. Rank hold BSCL as of Q3 2017.

  • Girard Securities reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Girard Securities sold 9,475 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2017, an estimated $201K.
  • Girard Securities first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2015 and held it in 7 quarters.
  • Girard Securities's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $434K in Q3 2016.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2017.

Based on Girard Securities's 13F filing for Q3 2017, filed 14 Nov 2017.