LDFR
BSCL

Lehman & Derafelo Financial Resources’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Lehman & Derafelo Financial Resources’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
2019
Q2 		– Sell
-7,074
Closed -$149K – 196
2019
Q1 		$149K Hold
7,074
– – 0.06% 99
2018
Q4 		$147K Buy
+7,074
New +$146K 0.07% 92

Other funds holding BSCL

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lehman & Derafelo Financial Resources's BSCL Position: Q2 2019 in Review

Lehman & Derafelo Financial Resources sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2019, closing a stake of 7,074 shares — an estimated $149K sold.

Lehman & Derafelo Financial Resources first reported a position in BSCL in Q4 2018 and held it in 2 quarters. The position peaked at $149K in Q1 2019. 226 funds tracked by Wall St. Rank hold BSCL as of Q2 2019.

  • Lehman & Derafelo Financial Resources reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 7,074 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2019, an estimated $149K.
  • Lehman & Derafelo Financial Resources first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $149K in Q1 2019.
  • 226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2019, filed 14 Aug 2019.