HIM
BSCK

Harbour Investment Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Harbour Investment Management’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,000
Closed -$237K – 68
2017
Q3 		$237K Hold
11,000
– – 0.17% 67
2017
Q2 		$236K Buy
11,000
+450
+4% +$9.66K 0.17% 65
2017
Q1 		$226K Buy
+10,550
New +$225K 0.17% 67

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Harbour Investment Management's BSCK Position: Q4 2017 in Review

Harbour Investment Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2017, closing a stake of 11,000 shares — an estimated $237K sold.

Harbour Investment Management first reported a position in BSCK in Q1 2017 and held it in 3 quarters. The position peaked at $237K in Q3 2017. 165 funds tracked by Wall St. Rank hold BSCK as of Q4 2017.

  • Harbour Investment Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Harbour Investment Management sold 11,000 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2017, an estimated $237K.
  • Harbour Investment Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2017 and held it in 3 quarters.
  • Harbour Investment Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $237K in Q3 2017.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2017.

Based on Harbour Investment Management's 13F filing for Q4 2017, filed 2 Feb 2018.