GWM
BSJG

Gupta Wealth Management’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Gupta Wealth Management’s Portfolio BSJG Stock Details BSJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-191
Closed -$5K – 1407
2015
Q3 		$5K Hold
191
– – ﹤0.01% 1052
2015
Q2 		$5K Sell
191
-191
-50% -$5.04K ﹤0.01% 1031
2015
Q1 		$10K Buy
+382
New +$10K ﹤0.01% 767

Other funds holding BSJG

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Gupta Wealth Management's BSJG Position: Q4 2015 in Review

Gupta Wealth Management sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q4 2015, closing a stake of 191 shares — an estimated $5K sold.

Gupta Wealth Management first reported a position in BSJG in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q1 2015. 81 funds tracked by Wall St. Rank hold BSJG as of Q4 2015.

  • Gupta Wealth Management reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 191 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q4 2015, an estimated $5K.
  • Gupta Wealth Management first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $10K in Q1 2015.
  • 81 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.