KPCM
BSCL

Kings Point Capital Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Kings Point Capital Management’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
2017
Q2 		– Sell
-485
Closed -$10K – 363
2017
Q1 		$10K Buy
+485
New +$10.2K ﹤0.01% 345

Other funds holding BSCL

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PV
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MFWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Kings Point Capital Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2017, closing a stake of 485 shares — an estimated $10K sold.

Kings Point Capital Management first reported a position in BSCL in Q1 2017 and held it in 1 quarter. The position peaked at $10K in Q1 2017. 113 funds tracked by Wall St. Rank hold BSCL as of Q2 2017.

  • Kings Point Capital Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Kings Point Capital Management sold 485 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2017, an estimated $10K.
  • Kings Point Capital Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Kings Point Capital Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $10K in Q1 2017.
  • 113 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2017.

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