I2I
BSCH

Insight 2811 Inc’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Insight 2811 Inc’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
2016
Q3 		– Sell
-13,113
Closed -$299K – 115
2016
Q2 		$299K Buy
13,113
+265
+2% +$6.02K 0.12% 97
2016
Q1 		$291K Hold
12,848
– – 0.11% 95
2015
Q4 		$289K Buy
+12,848
New +$291K 0.14% 90

Other funds holding BSCH

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Insight 2811 Inc's BSCH Position: Q3 2016 in Review

Insight 2811 Inc sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q3 2016, closing a stake of 13,113 shares — an estimated $299K sold.

Insight 2811 Inc first reported a position in BSCH in Q4 2015 and held it in 3 quarters. The position peaked at $299K in Q2 2016. 127 funds tracked by Wall St. Rank hold BSCH as of Q3 2016.

  • Insight 2811 Inc reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Insight 2811 Inc sold 13,113 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q3 2016, an estimated $299K.
  • Insight 2811 Inc first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2015 and held it in 3 quarters.
  • Insight 2811 Inc's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $299K in Q2 2016.
  • 127 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q3 2016.

Based on Insight 2811 Inc's 13F filing for Q3 2016, filed 25 Oct 2016.