GWM
BSCH

Greenwich Wealth Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Greenwich Wealth Management’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
2014
Q1 		– Sell
-12,305
Closed -$279K – 172
2013
Q4 		$279K Buy
+12,305
New +$279K 0.03% 145

Other funds holding BSCH

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Greenwich Wealth Management's BSCH Position: Q1 2014 in Review

Greenwich Wealth Management sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q1 2014, closing a stake of 12,305 shares — an estimated $279K sold.

Greenwich Wealth Management first reported a position in BSCH in Q4 2013 and held it in 1 quarter. The position peaked at $279K in Q4 2013. 64 funds tracked by Wall St. Rank hold BSCH as of Q1 2014.

  • Greenwich Wealth Management reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Greenwich Wealth Management sold 12,305 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q1 2014, an estimated $279K.
  • Greenwich Wealth Management first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2013 and held it in 1 quarter.
  • Greenwich Wealth Management's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $279K in Q4 2013.
  • 64 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q1 2014.

Based on Greenwich Wealth Management's 13F filing for Q1 2014, filed 10 Apr 2014.