LBC
BSCL

Lawrence B. Cohen’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Lawrence B. Cohen’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
2016
Q3 		– Sell
-12,713
Closed -$274K – 82
2016
Q2 		$274K Buy
+12,713
New +$270K 0.16% 76

Other funds holding BSCL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Lawrence B. Cohen sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2016, closing a stake of 12,713 shares — an estimated $274K sold.

Lawrence B. Cohen first reported a position in BSCL in Q2 2016 and held it in 1 quarter. The position peaked at $274K in Q2 2016. 85 funds tracked by Wall St. Rank hold BSCL as of Q3 2016.

  • Lawrence B. Cohen reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Lawrence B. Cohen sold 12,713 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2016, an estimated $274K.
  • Lawrence B. Cohen first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • Lawrence B. Cohen's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $274K in Q2 2016.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2016.

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