GI
BSJH

Gradient Investments’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Gradient Investments’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16,220
Closed -$417K – 1131
2017
Q3 		$417K Sell
16,220
-3,608
-18% -$92.7K 0.03% 169
2017
Q2 		$510K Sell
19,828
-763,461
-97% -$19.6M 0.04% 156
2017
Q1 		$20.1M Sell
783,289
-272,283
-26% -$7.02M 1.54% 11
2016
Q4 		$27.3M Sell
1,055,572
-52,368
-5% -$1.35M 2.39% 7
2016
Q3 		$28.7M Buy
1,107,940
+54,579
+5% +$1.41M 2.82% 6
2016
Q2 		$27.2M Buy
1,053,361
+81,945
+8% +$2.11M 2.95% 7
2016
Q1 		$24.8M Sell
971,416
-2,555
-0.3% -$63.8K 3.06% 6
2015
Q4 		$24.3M Buy
973,971
+73,480
+8% +$1.87M 3.24% 6
2015
Q3 		$22.9M Buy
900,491
+66,727
+8% +$1.73M 3.24% 7
2015
Q2 		$22M Buy
833,764
+75,831
+10% +$2.01M 3.02% 7
2015
Q1 		$20M Buy
757,933
+17,938
+2% +$472K 2.99% 7
2014
Q4 		$19.2M Buy
739,995
+36,189
+5% +$960K 3.16% 9
2014
Q3 		$18.8M Buy
703,806
+44,900
+7% +$1.22M 3.4% 9
2014
Q2 		$18.2M Buy
658,906
+82,199
+14% +$2.26M 3.57% 6
2014
Q1 		$15.9M Buy
576,707
+368,774
+177% +$10.1M 3.67% 6
2013
Q4 		$5.64M Buy
207,933
+141,322
+212% +$3.82M 1.5% 17
2013
Q3 		$1.78M Buy
66,611
+39,355
+144% +$1.05M 0.56% 28
2013
Q2 		$714K Buy
+27,256
New +$732K 0.27% 90

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Gradient Investments's BSJH Position: Q4 2017 in Review

Gradient Investments sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 16,220 shares — an estimated $417K sold.

Gradient Investments first reported a position in BSJH in Q2 2013 and held it in 18 quarters. The position peaked at $28.7M in Q3 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Gradient Investments reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Gradient Investments sold 16,220 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $417K.
  • Gradient Investments first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Gradient Investments's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $28.7M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Gradient Investments's 13F filing for Q4 2017, filed 7 Feb 2018.