MIFH
BSJJ

Migdal Insurance & Financial Holdings’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio BSJJ Stock Details BSJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-42,035
Closed -$1.02M – 792
2017
Q4 		$1.02M Buy
+42,035
New +$1.03M 0.03% 196

Other funds holding BSJJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BSJJ Position: Q1 2018 in Review

Migdal Insurance & Financial Holdings sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2018, closing a stake of 42,035 shares — an estimated $1.02M sold.

Migdal Insurance & Financial Holdings first reported a position in BSJJ in Q4 2017 and held it in 1 quarter. The position peaked at $1.02M in Q4 2017. 107 funds tracked by Wall St. Rank hold BSJJ as of Q1 2018.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 42,035 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $1.02M.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $1.02M in Q4 2017.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2018, filed 2 May 2018.