LW
BSCD

Linscomb Wealth’s CLAYMORE GUGGENHEIM BULLETSHARES 2013 CORP BD ETF BSCD Stock Holding History

Linscomb Wealth’s Portfolio BSCD Stock Details BSCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-79,203
Closed -$1.64M – 253
2013
Q3 		$1.64M Sell
79,203
-8,305
-9% -$172K 0.22% 59
2013
Q2 		$1.82M Buy
+87,508
New +$1.82M 0.25% 53

Other funds holding BSCD

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MBT
Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Linscomb Wealth's BSCD Position: Q4 2013 in Review

Linscomb Wealth sold out of CLAYMORE GUGGENHEIM BULLETSHARES 2013 CORP BD ETF (BSCD) in Q4 2013, closing a stake of 79,203 shares — an estimated $1.64M sold.

Linscomb Wealth first reported a position in BSCD in Q2 2013 and held it in 2 quarters. The position peaked at $1.82M in Q2 2013. 7 funds tracked by Wall St. Rank hold BSCD as of Q4 2013.

  • Linscomb Wealth reported no remaining CLAYMORE GUGGENHEIM BULLETSHARES 2013 CORP BD ETF position as of Q4 2013 after selling out during the quarter.
  • Linscomb Wealth sold 79,203 CLAYMORE GUGGENHEIM BULLETSHARES 2013 CORP BD ETF shares in Q4 2013, an estimated $1.64M.
  • Linscomb Wealth first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2013 CORP BD ETF in Q2 2013 and held it in 2 quarters.
  • Linscomb Wealth's CLAYMORE GUGGENHEIM BULLETSHARES 2013 CORP BD ETF position peaked at $1.82M in Q2 2013.
  • 7 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2013 CORP BD ETF as of Q4 2013.

Based on Linscomb Wealth's 13F filing for Q4 2013, filed 5 Feb 2014.