GF
BSCI

Goodman Financial’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Goodman Financial’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
2018
Q1 		– Sell
-827
Closed -$17K – 150
2017
Q4 		$17K Buy
+827
New +$17.5K 0.01% 122

Other funds holding BSCI

EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Goodman Financial's BSCI Position: Q1 2018 in Review

Goodman Financial sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q1 2018, closing a stake of 827 shares — an estimated $17K sold.

Goodman Financial first reported a position in BSCI in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 120 funds tracked by Wall St. Rank hold BSCI as of Q1 2018.

  • Goodman Financial reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Goodman Financial sold 827 Invesco BulletShares 2018 Corporate Bond ETF shares in Q1 2018, an estimated $17K.
  • Goodman Financial first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Goodman Financial's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $17K in Q4 2017.
  • 120 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q1 2018.

Based on Goodman Financial's 13F filing for Q1 2018, filed 7 May 2018.