Klingman & Associates’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-5,000	Closed	-$109K	–	368
2016 Q3	$109K	Hold	5,000	–	–	0.03%	134
2016 Q2	$109K	Hold	5,000	–	–	0.04%	132
2016 Q1	$107K	Hold	5,000	–	–	0.04%	134
2015 Q4	$104K	Hold	5,000	–	–	0.04%	156
2015 Q3	$106K	Hold	5,000	–	–	0.04%	153
2015 Q2	$106K	Hold	5,000	–	–	0.04%	128
2015 Q1	$108K	Hold	5,000	–	–	0.04%	124
2014 Q4	$105K	Buy	+5,000	New	+$106K	0.04%	128

Other funds holding BSCK

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MFWM

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

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

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GAG

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

Klingman & Associates's BSCK Position: Q4 2016 in Review

Klingman & Associates sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2016, closing a stake of 5,000 shares — an estimated $109K sold.

Klingman & Associates first reported a position in BSCK in Q4 2014 and held it in 8 quarters. The position peaked at $109K in Q3 2016. 121 funds tracked by Wall St. Rank hold BSCK as of Q4 2016.

Klingman & Associates reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 5,000 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2016, an estimated $109K.
Klingman & Associates first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $109K in Q3 2016.
121 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.