GI
BSJE

Gradient Investments’s GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF BSJE Stock Holding History

Gradient Investments’s Portfolio BSJE Stock Details BSJE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,005
Closed -$53K – 611
2014
Q3 		$53K Sell
2,005
-715
-26% -$18.9K 0.01% 208
2014
Q2 		$72K Sell
2,720
-790
-23% -$20.9K 0.01% 194
2014
Q1 		$93K Sell
3,510
-353,386
-99% -$9.39M 0.02% 175
2013
Q4 		$9.52M Sell
356,896
-52,850
-13% -$1.41M 2.53% 12
2013
Q3 		$10.9M Buy
409,746
+148,770
+57% +$3.95M 3.45% 7
2013
Q2 		$6.84M Buy
+260,976
New +$6.95M 2.57% 10

Other funds holding BSJE

PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

Gradient Investments's BSJE Position: Q4 2014 in Review

Gradient Investments sold out of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) in Q4 2014, closing a stake of 2,005 shares — an estimated $53K sold.

Gradient Investments first reported a position in BSJE in Q2 2013 and held it in 6 quarters. The position peaked at $10.9M in Q3 2013. 3 funds tracked by Wall St. Rank hold BSJE as of Q4 2014.

  • Gradient Investments reported no remaining GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position as of Q4 2014 after selling out during the quarter.
  • Gradient Investments sold 2,005 GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF shares in Q4 2014, an estimated $53K.
  • Gradient Investments first reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in Q2 2013 and held it in 6 quarters.
  • Gradient Investments's GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position peaked at $10.9M in Q3 2013.
  • 3 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF as of Q4 2014.

Based on Gradient Investments's 13F filing for Q4 2014, filed 15 Jan 2015.