LFR
BSCM

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

Lehman 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
2015
Q4 		– Sell
-4,829
Closed -$99K – 475
2015
Q3 		$99K Hold
4,829
– – 0.05% 93
2015
Q2 		$99K Hold
4,829
– – 0.05% 103
2015
Q1 		$103K Buy
+4,829
New +$102K 0.05% 99

Other funds holding BSCM

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

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

Lehman Financial Resources sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2015, closing a stake of 4,829 shares — an estimated $99K sold.

Lehman Financial Resources first reported a position in BSCM in Q1 2015 and held it in 3 quarters. The position peaked at $103K in Q1 2015. 43 funds tracked by Wall St. Rank hold BSCM as of Q4 2015.

  • Lehman Financial Resources reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 4,829 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2015, an estimated $99K.
  • Lehman Financial Resources first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2015 and held it in 3 quarters.
  • Lehman Financial Resources's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $103K in Q1 2015.
  • 43 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2015.

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