IPC
BSJF

Independent Portfolio Consultants’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

Independent Portfolio Consultants’s Portfolio BSJF Stock Details BSJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-44,505
Closed -$1.2M – 999
2014
Q2 		$1.2M Buy
44,505
+920
+2% +$24.8K 0.34% 68
2014
Q1 		$1.18M Buy
+43,585
New +$1.17M 0.37% 64

Other funds holding BSJF

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
SIAS
Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Portfolio Consultants's BSJF Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q3 2014, closing a stake of 44,505 shares — an estimated $1.2M sold.

Independent Portfolio Consultants first reported a position in BSJF in Q1 2014 and held it in 2 quarters. The position peaked at $1.2M in Q2 2014. 75 funds tracked by Wall St. Rank hold BSJF as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 44,505 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q3 2014, an estimated $1.2M.
  • Independent Portfolio Consultants first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q1 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $1.2M in Q2 2014.
  • 75 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.