LPT
BSCH

Legacy Private Trust’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Legacy Private Trust’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
Q4 		– Sell
-16,201
Closed -$366K – 243
2017
Q3 		$366K Sell
16,201
-59,303
-79% -$1.34M 0.04% 187
2017
Q2 		$1.71M Sell
75,504
-38,432
-34% -$869K 0.22% 99
2017
Q1 		$2.58M Sell
113,936
-9,432
-8% -$213K 0.33% 78
2016
Q4 		$2.79M Sell
123,368
-11,526
-9% -$261K 0.38% 77
2016
Q3 		$3.06M Sell
134,894
-9,951
-7% -$226K 0.42% 64
2016
Q2 		$3.3M Sell
144,845
-11,899
-8% -$270K 0.48% 62
2016
Q1 		$3.55M Sell
156,744
-1,730
-1% -$39.1K 0.54% 58
2015
Q4 		$3.57M Buy
158,474
+24,383
+18% +$552K 0.54% 56
2015
Q3 		$3.04M Buy
134,091
+1,330
+1% +$30.2K 0.48% 64
2015
Q2 		$3.02M Sell
132,761
-465
-0.3% -$10.6K 0.46% 67
2015
Q1 		$3.04M Buy
133,226
+7,390
+6% +$168K 0.45% 66
2014
Q4 		$2.86M Buy
125,836
+5,440
+5% +$124K 0.42% 67
2014
Q3 		$2.74M Buy
120,396
+14,955
+14% +$342K 0.42% 66
2014
Q2 		$2.42M Buy
105,441
+28,065
+36% +$642K 0.37% 77
2014
Q1 		$1.76M Buy
77,376
+2,915
+4% +$66.5K 0.31% 84
2013
Q4 		$1.69M Buy
74,461
+22,880
+44% +$519K 0.31% 82
2013
Q3 		$1.17M Hold
51,581
– – 0.25% 85
2013
Q2 		$1.15M Buy
+51,581
New +$1.18M 0.27% 84

Other funds holding BSCH

FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Legacy Private Trust's BSCH Position: Q4 2017 in Review

Legacy Private Trust sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 16,201 shares — an estimated $366K sold.

Legacy Private Trust first reported a position in BSCH in Q2 2013 and held it in 18 quarters. The position peaked at $3.57M in Q4 2015. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • Legacy Private Trust reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Legacy Private Trust sold 16,201 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $366K.
  • Legacy Private Trust first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Legacy Private Trust's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $3.57M in Q4 2015.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Legacy Private Trust's 13F filing for Q4 2017, filed 16 Jan 2018.