LBC
BSCK

Lawrence B. Cohen’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Lawrence B. Cohen’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
Q3 		– Sell
-12,491
Closed -$271K – 89
2016
Q2 		$271K Buy
+12,491
New +$268K 0.16% 77

Other funds holding BSCK

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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

Lawrence B. Cohen's BSCK Position: Q3 2016 in Review

Lawrence B. Cohen sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2016, closing a stake of 12,491 shares — an estimated $271K sold.

Lawrence B. Cohen first reported a position in BSCK in Q2 2016 and held it in 1 quarter. The position peaked at $271K in Q2 2016. 104 funds tracked by Wall St. Rank hold BSCK as of Q3 2016.

  • Lawrence B. Cohen reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Lawrence B. Cohen sold 12,491 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2016, an estimated $271K.
  • Lawrence B. Cohen first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • Lawrence B. Cohen's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $271K in Q2 2016.
  • 104 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2016.

Based on Lawrence B. Cohen's 13F filing for Q3 2016, filed 24 Oct 2016.