KPCM
BSCK

Kings Point Capital Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Kings Point Capital Management’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-477
Closed -$10K – 369
2017
Q1 		$10K Buy
+477
New +$10.2K ﹤0.01% 350

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Bank of America
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CAI
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MFWM
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BWM
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EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Kings Point Capital Management's BSCK Position: Q2 2017 in Review

Kings Point Capital Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q2 2017, closing a stake of 477 shares — an estimated $10K sold.

Kings Point Capital Management first reported a position in BSCK in Q1 2017 and held it in 1 quarter. The position peaked at $10K in Q1 2017. 135 funds tracked by Wall St. Rank hold BSCK as of Q2 2017.

  • Kings Point Capital Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Kings Point Capital Management sold 477 Invesco BulletShares 2020 Corporate Bond ETF shares in Q2 2017, an estimated $10K.
  • Kings Point Capital Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Kings Point Capital Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $10K in Q1 2017.
  • 135 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q2 2017.

Based on Kings Point Capital Management's 13F filing for Q2 2017, filed 8 Aug 2017.