GF
BSCJ

Goodman Financial’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Goodman Financial’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-9,203
Closed -$194K – 143
2017
Q4 		$194K Buy
+9,203
New +$195K 0.09% 51

Other funds holding BSCJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 BSCJ Position: Q1 2018 in Review

Goodman Financial sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q1 2018, closing a stake of 9,203 shares — an estimated $194K sold.

Goodman Financial first reported a position in BSCJ in Q4 2017 and held it in 1 quarter. The position peaked at $194K in Q4 2017. 139 funds tracked by Wall St. Rank hold BSCJ as of Q1 2018.

  • Goodman Financial reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Goodman Financial sold 9,203 Invesco BulletShares 2019 Corporate Bond ETF shares in Q1 2018, an estimated $194K.
  • Goodman Financial first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Goodman Financial's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $194K in Q4 2017.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q1 2018.

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