HighTower Advisors
BSCH

HighTower Advisors’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

HighTower Advisors’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
2017
Q3 		– Sell
-104,121
Closed -$2.35M – 2431
2017
Q2 		$2.35M Sell
104,121
-11,842
-10% -$268K 0.02% 746
2017
Q1 		$2.62M Buy
115,963
+5,368
+5% +$121K 0.03% 670
2016
Q4 		$2.49M Buy
110,595
+5,638
+5% +$128K 0.03% 625
2016
Q3 		$2.37M Buy
104,957
+2,660
+3% +$60.4K 0.03% 605
2016
Q2 		$2.33M Sell
102,297
-185,326
-64% -$4.21M 0.03% 585
2016
Q1 		$6.51M Buy
287,623
+6,463
+2% +$146K 0.02% 304
2015
Q4 		$6.33M Sell
281,160
-644
-0.2% -$14.6K 0.08% 280
2015
Q3 		$6.38M Buy
+281,804
New +$6.4M 0.08% 253
2015
Q2 		– Sell
-168,444
Closed -$3.85M – 1852
2015
Q1 		$3.85M Sell
168,444
-10,009
-6% -$228K 0.06% 370
2014
Q4 		$4.05M Buy
178,453
+4,580
+3% +$104K 0.06% 331
2014
Q3 		$3.96M Buy
173,873
+8,194
+5% +$187K 0.07% 322
2014
Q2 		$3.8M Buy
165,679
+5,358
+3% +$123K 0.07% 329
2014
Q1 		$3.66M Buy
+160,321
New +$3.66M 0.07% 317

Other funds holding BSCH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
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
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

HighTower Advisors's BSCH Position: Q3 2017 in Review

HighTower Advisors sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q3 2017, closing a stake of 104,121 shares — an estimated $2.35M sold.

HighTower Advisors first reported a position in BSCH in Q1 2014 and held it in 13 quarters. The position peaked at $6.51M in Q1 2016. 123 funds tracked by Wall St. Rank hold BSCH as of Q3 2017.

  • HighTower Advisors reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • HighTower Advisors sold 104,121 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q3 2017, an estimated $2.35M.
  • HighTower Advisors first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q1 2014 and held it in 13 quarters.
  • HighTower Advisors's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $6.51M in Q1 2016.
  • 123 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q3 2017.

Based on HighTower Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.