GSC
BSJI

Ground Swell Capital’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Ground Swell Capital’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-122
Closed -$3K – 2985
2014
Q2 		$3K Buy
+122
New +$3.33K 0.01% 1382

Other funds holding BSJI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 17.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ground Swell Capital's BSJI Position: Q3 2014 in Review

Ground Swell Capital sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q3 2014, closing a stake of 122 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in BSJI in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 44 funds tracked by Wall St. Rank hold BSJI as of Q3 2014.

  • Ground Swell Capital reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 122 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q3 2014, an estimated $3K.
  • Ground Swell Capital first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $3K in Q2 2014.
  • 44 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.