Legacy Capital Partners’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Legacy Capital Partners’s Portfolio BSCH Stock Details BSCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-9,450	Closed	-$214K	–	117
2017 Q2	$214K	Hold	9,450	–	–	0.12%	108
2017 Q1	$214K	Sell	9,450 -300	-3%	-$6.78K	0.12%	105
2016 Q4	$221K	Hold	9,750	–	–	0.13%	106
2016 Q3	$222K	Hold	9,750	–	–	0.14%	104
2016 Q2	$223K	Sell	9,750 -2,000	-17%	-$45.4K	0.14%	104
2016 Q1	$267K	Hold	11,750	–	–	0.17%	97
2015 Q4	$265K	Hold	11,750	–	–	0.17%	96
2015 Q3	$267K	Hold	11,750	–	–	0.18%	100
2015 Q2	$268K	Hold	11,750	–	–	0.17%	105
2015 Q1	$269K	Hold	11,750	–	–	0.17%	102
2014 Q4	$267K	Buy	+11,750	New	+$268K	0.17%	98

Other funds holding BSCH

MFWM

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

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Legacy Capital Partners's BSCH Position: Q3 2017 in Review

Legacy Capital Partners sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q3 2017, closing a stake of 9,450 shares — an estimated $214K sold.

Legacy Capital Partners first reported a position in BSCH in Q4 2014 and held it in 11 quarters. The position peaked at $269K in Q1 2015. 123 funds tracked by Wall St. Rank hold BSCH as of Q3 2017.

Legacy Capital Partners reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Legacy Capital Partners sold 9,450 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q3 2017, an estimated $214K.
Legacy Capital Partners first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2014 and held it in 11 quarters.
Legacy Capital Partners's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $269K in Q1 2015.
123 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q3 2017.

Based on Legacy Capital Partners's 13F filing for Q3 2017, filed 8 Nov 2017.