GI
BSJD

Gradient Investments’s GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF BSJD Stock Holding History

Gradient Investments’s Portfolio BSJD Stock Details BSJD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,120
Closed -$29K – 719
2013
Q3 		$29K Sell
1,120
-3,780
-77% -$96.7K 0.01% 204
2013
Q2 		$126K Buy
+4,900
New +$126K 0.05% 122

Other funds holding BSJD

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's BSJD Position: Q4 2013 in Review

Gradient Investments sold out of GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF (BSJD) in Q4 2013, closing a stake of 1,120 shares — an estimated $29K sold.

Gradient Investments first reported a position in BSJD in Q2 2013 and held it in 2 quarters. The position peaked at $126K in Q2 2013. 7 funds tracked by Wall St. Rank hold BSJD as of Q4 2013.

  • Gradient Investments reported no remaining GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF position as of Q4 2013 after selling out during the quarter.
  • Gradient Investments sold 1,120 GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF shares in Q4 2013, an estimated $29K.
  • Gradient Investments first reported a position in GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF in Q2 2013 and held it in 2 quarters.
  • Gradient Investments's GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF position peaked at $126K in Q2 2013.
  • 7 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2013 HIGH YIELD CORPORATE BOND ETF as of Q4 2013.

Based on Gradient Investments's 13F filing for Q4 2013, filed 13 Jan 2014.