IFWM
BSCH

Institute for Wealth Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Institute for Wealth Management’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
-9,737
Closed -$219K – 427
2017
Q2 		$219K Buy
+9,737
New +$220K 0.06% 363

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

Institute for Wealth Management's BSCH Position: Q3 2017 in Review

Institute for Wealth Management sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q3 2017, closing a stake of 9,737 shares — an estimated $219K sold.

Institute for Wealth Management first reported a position in BSCH in Q2 2017 and held it in 1 quarter. The position peaked at $219K in Q2 2017. 123 funds tracked by Wall St. Rank hold BSCH as of Q3 2017.

  • Institute for Wealth Management reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 9,737 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q3 2017, an estimated $219K.
  • Institute for Wealth Management first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Institute for Wealth Management's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $219K in Q2 2017.
  • 123 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q3 2017.

Based on Institute for Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.