LFR
BSCO

Lehman Financial Resources’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Lehman Financial Resources’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,762
Closed -$95K – 369
2015
Q3 		$95K Hold
4,762
– – 0.05% 99
2015
Q2 		$95K Hold
4,762
– – 0.05% 108
2015
Q1 		$99K Buy
+4,762
New +$99.3K 0.05% 107

Other funds holding BSCO

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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 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
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

Lehman Financial Resources sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2015, closing a stake of 4,762 shares — an estimated $95K sold.

Lehman Financial Resources first reported a position in BSCO in Q1 2015 and held it in 3 quarters. The position peaked at $99K in Q1 2015. 26 funds tracked by Wall St. Rank hold BSCO as of Q4 2015.

  • Lehman Financial Resources reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 4,762 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2015, an estimated $95K.
  • Lehman Financial Resources first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2015 and held it in 3 quarters.
  • Lehman Financial Resources's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $99K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2015.

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