MFS
BSJG

McNamara Financial Services’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

McNamara Financial Services’s Portfolio BSJG Stock Details BSJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,000
Closed -$129K – 194
2014
Q4 		$129K Buy
+5,000
New +$132K 0.12% 74

Other funds holding BSJG

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

McNamara Financial Services's BSJG Position: Q1 2015 in Review

McNamara Financial Services sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q1 2015, closing a stake of 5,000 shares — an estimated $129K sold.

McNamara Financial Services first reported a position in BSJG in Q4 2014 and held it in 1 quarter. The position peaked at $129K in Q4 2014. 71 funds tracked by Wall St. Rank hold BSJG as of Q1 2015.

  • McNamara Financial Services reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 5,000 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q1 2015, an estimated $129K.
  • McNamara Financial Services first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $129K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.