LW
BSJH

Linscomb Wealth’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Linscomb Wealth’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-46,845
Closed -$1.21M – 266
2016
Q4 		$1.21M Sell
46,845
-10,674
-19% -$275K 0.11% 96
2016
Q3 		$1.49M Sell
57,519
-3,260
-5% -$84.4K 0.14% 85
2016
Q2 		$1.57M Sell
60,779
-6,497
-10% -$167K 0.16% 82
2016
Q1 		$1.72M Sell
67,276
-11,807
-15% -$295K 0.19% 77
2015
Q4 		$1.97M Sell
79,083
-37,493
-32% -$954K 0.22% 67
2015
Q3 		$2.96M Sell
116,576
-5,506
-5% -$143K 0.35% 43
2015
Q2 		$3.22M Sell
122,082
-2,758
-2% -$73.1K 0.35% 43
2015
Q1 		$3.3M Sell
124,840
-2,481
-2% -$65.3K 0.35% 42
2014
Q4 		$3.3M Sell
127,321
-7,662
-6% -$203K 0.37% 42
2014
Q3 		$3.61M Sell
134,983
-5,083
-4% -$138K 0.4% 37
2014
Q2 		$3.87M Buy
140,066
+145
+0.1% +$3.99K 0.41% 35
2014
Q1 		$3.85M Buy
139,921
+2,752
+2% +$75.2K 0.42% 37
2013
Q4 		$3.72M Buy
137,169
+2,850
+2% +$77K 0.46% 35
2013
Q3 		$3.58M Buy
134,319
+6,958
+5% +$185K 0.47% 35
2013
Q2 		$3.34M Buy
+127,361
New +$3.42M 0.46% 36

Other funds holding BSJH

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth's BSJH Position: Q1 2017 in Review

Linscomb Wealth sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q1 2017, closing a stake of 46,845 shares — an estimated $1.21M sold.

Linscomb Wealth first reported a position in BSJH in Q2 2013 and held it in 15 quarters. The position peaked at $3.87M in Q2 2014. 97 funds tracked by Wall St. Rank hold BSJH as of Q1 2017.

  • Linscomb Wealth reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Linscomb Wealth sold 46,845 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q1 2017, an estimated $1.21M.
  • Linscomb Wealth first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2013 and held it in 15 quarters.
  • Linscomb Wealth's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $3.87M in Q2 2014.
  • 97 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q1 2017.

Based on Linscomb Wealth's 13F filing for Q1 2017, filed 28 Apr 2017.