LWMT
BSJH

Legacy Wealth Management (Tennessee)’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Legacy Wealth Management (Tennessee)’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-667
Closed -$17.2K – 78
2016
Q4 		$17.2K Buy
+667
New +$17.2K ﹤0.01% 35

Other funds holding BSJH

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s BSJH Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q1 2017, closing a stake of 667 shares — an estimated $17.2K sold.

Legacy Wealth Management (Tennessee) first reported a position in BSJH in Q4 2016 and held it in 1 quarter. The position peaked at $17.2K in Q4 2016. 97 funds tracked by Wall St. Rank hold BSJH as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 667 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q1 2017, an estimated $17.2K.
  • Legacy Wealth Management (Tennessee) first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $17.2K in Q4 2016.
  • 97 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.