Lowe Wealth Advisors’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Lowe Wealth Advisors’s Portfolio BSCH Stock Details BSCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-16,010	Closed	-$362K	–	241
2017 Q1	$362K	Sell	16,010 -8,057	-33%	-$182K	0.24%	27
2016 Q4	$544K	Sell	24,067 -1,245	-5%	-$28.2K	0.37%	25
2016 Q3	$574K	Sell	25,312 -650	-3%	-$14.8K	0.39%	25
2016 Q2	$591K	Sell	25,962 -400	-2%	-$9.09K	0.4%	26
2016 Q1	$597K	Sell	26,362 -965	-4%	-$21.8K	0.41%	27
2015 Q4	$615K	Buy	27,327 +6,415	+31%	+$145K	0.42%	27
2015 Q3	$474K	Buy	20,912 +3,905	+23%	+$88.7K	0.36%	24
2015 Q2	$387K	Buy	+17,007	New	+$388K	0.26%	24

Other funds holding BSCH

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Lowe Wealth Advisors's BSCH Position: Q2 2017 in Review

Lowe Wealth Advisors sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q2 2017, closing a stake of 16,010 shares — an estimated $362K sold.

Lowe Wealth Advisors first reported a position in BSCH in Q2 2015 and held it in 8 quarters. The position peaked at $615K in Q4 2015. 128 funds tracked by Wall St. Rank hold BSCH as of Q2 2017.

Lowe Wealth Advisors reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Lowe Wealth Advisors sold 16,010 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q2 2017, an estimated $362K.
Lowe Wealth Advisors first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2015 and held it in 8 quarters.
Lowe Wealth Advisors's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $615K in Q4 2015.
128 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q2 2017.

Based on Lowe Wealth Advisors's 13F filing for Q2 2017, filed 17 Jul 2017.