GWS
BSJG

Glassman Wealth Services’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Glassman Wealth Services’s Portfolio BSJG Stock Details BSJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,720
Closed -$96K – 489
2014
Q4 		$96K Buy
+3,720
New +$98.4K 0.07% 120

Other funds holding BSJG

UCFA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $239M AUM 18.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Glassman Wealth Services's BSJG Position: Q1 2015 in Review

Glassman Wealth Services sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q1 2015, closing a stake of 3,720 shares — an estimated $96K sold.

Glassman Wealth Services first reported a position in BSJG in Q4 2014 and held it in 1 quarter. The position peaked at $96K in Q4 2014. 71 funds tracked by Wall St. Rank hold BSJG as of Q1 2015.

  • Glassman Wealth Services reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Glassman Wealth Services sold 3,720 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q1 2015, an estimated $96K.
  • Glassman Wealth Services first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
  • Glassman Wealth Services's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $96K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q1 2015.

Based on Glassman Wealth Services's 13F filing for Q1 2015, filed 15 May 2015.