Ledyard National Bank’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Ledyard National Bank’s Portfolio BSJK Stock Details BSJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-650	Closed	-$15K	–	681
2018 Q4	$15K	Hold	650	–	–	﹤0.01%	564
2018 Q3	$16K	Hold	650	–	–	﹤0.01%	559
2018 Q2	$16K	Hold	650	–	–	﹤0.01%	561
2018 Q1	$16K	Buy	650 +500	+333%	+$12.2K	﹤0.01%	581
2017 Q4	$4K	Buy	+150	New	+$3.71K	﹤0.01%	749

Other funds holding BSJK

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Ledyard National Bank's BSJK Position: Q1 2019 in Review

Ledyard National Bank sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q1 2019, closing a stake of 650 shares — an estimated $15K sold.

Ledyard National Bank first reported a position in BSJK in Q4 2017 and held it in 5 quarters. The position peaked at $16K in Q3 2018. 142 funds tracked by Wall St. Rank hold BSJK as of Q1 2019.

Ledyard National Bank reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 650 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $15K.
Ledyard National Bank first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
Ledyard National Bank's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $16K in Q3 2018.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.