JP Morgan Private Wealth Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BSCL Stock Details BSCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-12,131	Closed	-$256K	–	1407
2017 Q4	$256K	Hold	12,131	–	–	﹤0.01%	1104
2017 Q3	$259K	Hold	12,131	–	–	﹤0.01%	1072
2017 Q2	$258K	Hold	12,131	–	–	﹤0.01%	1067
2017 Q1	$257K	Hold	12,131	–	–	﹤0.01%	1144
2016 Q4	$255K	Buy	+12,131	New	+$258K	﹤0.01%	1071

Other funds holding BSCL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BSCL Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2018, closing a stake of 12,131 shares — an estimated $256K sold.

JP Morgan Private Wealth Advisors first reported a position in BSCL in Q4 2016 and held it in 5 quarters. The position peaked at $259K in Q3 2017. 121 funds tracked by Wall St. Rank hold BSCL as of Q1 2018.

JP Morgan Private Wealth Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 12,131 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2018, an estimated $256K.
JP Morgan Private Wealth Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2016 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $259K in Q3 2017.
121 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.