Ken Fisher
BSJI

Ken Fisher’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Ken Fisher’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
2018
Q3 		– Sell
-8,955
Closed -$225K – 861
2018
Q2 		$225K Hold
8,955
– – ﹤0.01% 757
2018
Q1 		$225K Buy
8,955
+201
+2% +$5.04K ﹤0.01% 722
2017
Q4 		$220K Buy
+8,754
New +$220K ﹤0.01% 811

Other funds holding BSJI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ken Fisher's BSJI Position: Q3 2018 in Review

Ken Fisher sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q3 2018, closing a stake of 8,955 shares — an estimated $225K sold.

Ken Fisher first reported a position in BSJI in Q4 2017 and held it in 3 quarters. The position peaked at $225K in Q2 2018. 99 funds tracked by Wall St. Rank hold BSJI as of Q3 2018.

  • Ken Fisher reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Ken Fisher sold 8,955 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $225K.
  • Ken Fisher first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Ken Fisher's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $225K in Q2 2018.
  • 99 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q3 2018.

Based on Fisher Asset Management's 13F filing for Q3 2018, filed 24 Oct 2018.