Lehman Financial Resources’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Lehman Financial Resources’s Portfolio BSCG Stock Details BSCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-4,494	Closed	-$99K	–	447
2015 Q3	$99K	Hold	4,494	–	–	0.05%	92
2015 Q2	$99K	Hold	4,494	–	–	0.05%	102
2015 Q1	$100K	Hold	4,494	–	–	0.05%	104
2014 Q4	$99K	Hold	4,494	–	–	0.05%	100
2014 Q3	$100K	Hold	4,494	–	–	0.05%	92
2014 Q2	$101K	Hold	4,494	–	–	0.05%	91
2014 Q1	$101K	Buy	4,494 +2,240	+99%	+$50.1K	0.05%	89
2013 Q4	$50K	Hold	2,254	–	–	0.03%	124
2013 Q3	$50K	Buy	+2,254	New	+$49.9K	0.03%	119

Other funds holding BSCG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lehman Financial Resources's BSCG Position: Q4 2015 in Review

Lehman Financial Resources sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2015, closing a stake of 4,494 shares — an estimated $99K sold.

Lehman Financial Resources first reported a position in BSCG in Q3 2013 and held it in 9 quarters. The position peaked at $101K in Q2 2014. 105 funds tracked by Wall St. Rank hold BSCG as of Q4 2015.

Lehman Financial Resources reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 4,494 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2015, an estimated $99K.
Lehman Financial Resources first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q3 2013 and held it in 9 quarters.
Lehman Financial Resources's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $101K in Q2 2014.
105 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.