LWI
BSCI

Long Wharf Investors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Long Wharf Investors’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-44,694
Closed -$919K – 127
2013
Q2 		$919K Buy
+44,694
New +$944K 0.9% 33

Other funds holding BSCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Long Wharf Investors's BSCI Position: Q3 2013 in Review

Long Wharf Investors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q3 2013, closing a stake of 44,694 shares — an estimated $919K sold.

Long Wharf Investors first reported a position in BSCI in Q2 2013 and held it in 1 quarter. The position peaked at $919K in Q2 2013. 25 funds tracked by Wall St. Rank hold BSCI as of Q3 2013.

  • Long Wharf Investors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Long Wharf Investors sold 44,694 Invesco BulletShares 2018 Corporate Bond ETF shares in Q3 2013, an estimated $919K.
  • Long Wharf Investors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Long Wharf Investors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $919K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q3 2013.

Based on Long Wharf Investors's 13F filing for Q3 2013, filed 5 Nov 2013.