LDFR
BSCM

Lehman & Derafelo Financial Resources’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,204
Closed -$152K – 201
2019
Q1 		$152K Hold
7,204
– – 0.07% 98
2018
Q4 		$148K Buy
+7,204
New +$148K 0.07% 91

Other funds holding BSCM

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Morgan Stanley New York $1.66T AUM 25.57% 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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2019, closing a stake of 7,204 shares — an estimated $152K sold.

Lehman & Derafelo Financial Resources first reported a position in BSCM in Q4 2018 and held it in 2 quarters. The position peaked at $152K in Q1 2019. 207 funds tracked by Wall St. Rank hold BSCM as of Q2 2019.

  • Lehman & Derafelo Financial Resources reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 7,204 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2019, an estimated $152K.
  • Lehman & Derafelo Financial Resources first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $152K in Q1 2019.
  • 207 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2019.

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