GI
BSCH

Gradient Investments’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Gradient Investments’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
Q3 		– Sell
-2,652
Closed -$60K – 848
2017
Q2 		$60K Sell
2,652
-42,338
-94% -$957K ﹤0.01% 295
2017
Q1 		$1.02M Sell
44,990
-18,795
-29% -$425K 0.08% 102
2016
Q4 		$1.44M Sell
63,785
-10,328
-14% -$234K 0.13% 93
2016
Q3 		$1.68M Sell
74,113
-5,098
-6% -$116K 0.17% 90
2016
Q2 		$1.8M Sell
79,211
-4,549
-5% -$103K 0.2% 91
2016
Q1 		$1.9M Sell
83,760
-8,157
-9% -$184K 0.23% 90
2015
Q4 		$2.07M Sell
91,917
-14,208
-13% -$322K 0.28% 90
2015
Q3 		$2.41M Sell
106,125
-17,496
-14% -$397K 0.34% 87
2015
Q2 		$2.81M Sell
123,621
-11,435
-8% -$261K 0.39% 79
2015
Q1 		$3.08M Sell
135,056
-21,379
-14% -$487K 0.46% 78
2014
Q4 		$3.55M Sell
156,435
-1,843
-1% -$42K 0.59% 35
2014
Q3 		$3.6M Buy
158,278
+14,734
+10% +$337K 0.65% 26
2014
Q2 		$3.29M Buy
143,544
+27,215
+23% +$623K 0.65% 26
2014
Q1 		$2.65M Buy
116,329
+49,443
+74% +$1.13M 0.61% 25
2013
Q4 		$1.52M Buy
66,886
+44,104
+194% +$1M 0.4% 80
2013
Q3 		$515K Buy
22,782
+12,688
+126% +$284K 0.16% 95
2013
Q2 		$225K Buy
+10,094
New +$230K 0.08% 104

Other funds holding BSCH

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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Gradient Investments's BSCH Position: Q3 2017 in Review

Gradient Investments sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q3 2017, closing a stake of 2,652 shares — an estimated $60K sold.

Gradient Investments first reported a position in BSCH in Q2 2013 and held it in 17 quarters. The position peaked at $3.6M in Q3 2014. 123 funds tracked by Wall St. Rank hold BSCH as of Q3 2017.

  • Gradient Investments reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Gradient Investments sold 2,652 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q3 2017, an estimated $60K.
  • Gradient Investments first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2013 and held it in 17 quarters.
  • Gradient Investments's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $3.6M in Q3 2014.
  • 123 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q3 2017.

Based on Gradient Investments's 13F filing for Q3 2017, filed 16 Oct 2017.