LFR
BSCL

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

Lehman 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
2015
Q4 		– Sell
-4,705
Closed -$98K – 396
2015
Q3 		$98K Hold
4,705
– – 0.05% 95
2015
Q2 		$98K Hold
4,705
– – 0.05% 105
2015
Q1 		$100K Buy
+4,705
New +$99.6K 0.05% 103

Other funds holding BSCL

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

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

Lehman Financial Resources sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2015, closing a stake of 4,705 shares — an estimated $98K sold.

Lehman Financial Resources first reported a position in BSCL in Q1 2015 and held it in 3 quarters. The position peaked at $100K in Q1 2015. 51 funds tracked by Wall St. Rank hold BSCL as of Q4 2015.

  • Lehman Financial Resources reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 4,705 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2015, an estimated $98K.
  • Lehman Financial Resources first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2015 and held it in 3 quarters.
  • Lehman Financial Resources's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $100K in Q1 2015.
  • 51 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2015.

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