LW
BSCE

Linscomb Wealth’s CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF BSCE Stock Holding History

Linscomb Wealth’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-95,136
Closed -$2M – 290
2014
Q3 		$2M Sell
95,136
-16,486
-15% -$348K 0.22% 73
2014
Q2 		$2.36M Sell
111,622
-91,877
-45% -$1.94M 0.25% 60
2014
Q1 		$4.31M Sell
203,499
-34,954
-15% -$742K 0.48% 35
2013
Q4 		$5.07M Sell
238,453
-1,354
-0.6% -$28.8K 0.62% 31
2013
Q3 		$5.11M Buy
239,807
+3,216
+1% +$68.4K 0.67% 27
2013
Q2 		$5.03M Buy
+236,591
New +$5.04M 0.69% 28

Other funds holding BSCE

SFT
Simmons First Trust Pine Bluff, Arkansas $875M AUM 3.23% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Linscomb Wealth's BSCE Position: Q4 2014 in Review

Linscomb Wealth sold out of CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF (BSCE) in Q4 2014, closing a stake of 95,136 shares — an estimated $2M sold.

Linscomb Wealth first reported a position in BSCE in Q2 2013 and held it in 6 quarters. The position peaked at $5.11M in Q3 2013. 4 funds tracked by Wall St. Rank hold BSCE as of Q4 2014.

  • Linscomb Wealth reported no remaining CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position as of Q4 2014 after selling out during the quarter.
  • Linscomb Wealth sold 95,136 CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF shares in Q4 2014, an estimated $2M.
  • Linscomb Wealth first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF in Q2 2013 and held it in 6 quarters.
  • Linscomb Wealth's CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position peaked at $5.11M in Q3 2013.
  • 4 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF as of Q4 2014.

Based on Linscomb Wealth's 13F filing for Q4 2014, filed 4 Feb 2015.