Mariner
BSCH

Mariner’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Mariner’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
2016
Q4 		– Sell
-3,976
Closed -$90K – 851
2016
Q3 		$90K Buy
+3,976
New +$90.2K ﹤0.01% 610

Other funds holding BSCH

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Mariner's BSCH Position: Q4 2016 in Review

Mariner sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2016, closing a stake of 3,976 shares — an estimated $90K sold.

Mariner first reported a position in BSCH in Q3 2016 and held it in 1 quarter. The position peaked at $90K in Q3 2016. 138 funds tracked by Wall St. Rank hold BSCH as of Q4 2016.

  • Mariner reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Mariner sold 3,976 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2016, an estimated $90K.
  • Mariner first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Mariner's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $90K in Q3 2016.
  • 138 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2016.

Based on Mariner's 13F filing for Q4 2016, filed 14 Feb 2017.