Lehman Financial Resources’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-4,840	Closed	-$102K	–	404
2015 Q3	$102K	Hold	4,840	–	–	0.05%	88
2015 Q2	$101K	Hold	4,840	–	–	0.05%	99
2015 Q1	$103K	Hold	4,840	–	–	0.05%	98
2014 Q4	$101K	Hold	4,840	–	–	0.05%	97
2014 Q3	$102K	Hold	4,840	–	–	0.05%	86
2014 Q2	$103K	Hold	4,840	–	–	0.05%	88
2014 Q1	$101K	Buy	4,840 +2,405	+99%	+$50.2K	0.05%	86
2013 Q4	$50K	Hold	2,435	–	–	0.03%	121
2013 Q3	$50K	Buy	+2,435	New	+$49.7K	0.03%	117

Other funds holding BSCJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Lehman Financial Resources sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2015, closing a stake of 4,840 shares — an estimated $102K sold.

Lehman Financial Resources first reported a position in BSCJ in Q3 2013 and held it in 9 quarters. The position peaked at $103K in Q1 2015. 76 funds tracked by Wall St. Rank hold BSCJ as of Q4 2015.

Lehman Financial Resources reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 4,840 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2015, an estimated $102K.
Lehman Financial Resources first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q3 2013 and held it in 9 quarters.
Lehman Financial Resources's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $103K in Q1 2015.
76 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2015.

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