KP
BSJI

Keel Point’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Keel Point’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-8,760
Closed -$211K – 139
2016
Q1 		$211K Hold
8,760
– – 0.11% 114
2015
Q4 		$207K Buy
+8,760
New +$214K 0.11% 120

Other funds holding BSJI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Keel Point's BSJI Position: Q2 2016 in Review

Keel Point sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q2 2016, closing a stake of 8,760 shares — an estimated $211K sold.

Keel Point first reported a position in BSJI in Q4 2015 and held it in 2 quarters. The position peaked at $211K in Q1 2016. 86 funds tracked by Wall St. Rank hold BSJI as of Q2 2016.

  • Keel Point reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Keel Point sold 8,760 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q2 2016, an estimated $211K.
  • Keel Point first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q4 2015 and held it in 2 quarters.
  • Keel Point's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $211K in Q1 2016.
  • 86 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q2 2016.

Based on Keel Point's 13F filing for Q2 2016, filed 12 Jul 2016.