MIFH
BSJI

Migdal Insurance & Financial Holdings’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-23,685
Closed -$598K – 593
2017
Q3 		$598K Hold
23,685
– – 0.01% 208
2017
Q2 		$600K Hold
23,685
– – 0.01% 187
2017
Q1 		$600K Buy
+23,685
New +$599K 0.01% 188

Other funds holding BSJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BSJI Position: Q4 2017 in Review

Migdal Insurance & Financial Holdings sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q4 2017, closing a stake of 23,685 shares — an estimated $598K sold.

Migdal Insurance & Financial Holdings first reported a position in BSJI in Q1 2017 and held it in 3 quarters. The position peaked at $600K in Q2 2017. 138 funds tracked by Wall St. Rank hold BSJI as of Q4 2017.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 23,685 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $598K.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2017 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $600K in Q2 2017.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q4 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2017, filed 6 Feb 2018.