Morgan Stanley
BSCH

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

Morgan Stanley’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
Q4 		– Sell
-617,757
Closed -$14M – 6883
2017
Q3 		$14M Sell
617,757
-79,670
-11% -$1.8M ﹤0.01% 1940
2017
Q2 		$15.8M Sell
697,427
-41,210
-6% -$932K ﹤0.01% 1736
2017
Q1 		$16.7M Sell
738,637
-80,219
-10% -$1.81M 0.01% 1717
2016
Q4 		$18.5M Sell
818,856
-34,223
-4% -$775K 0.01% 1610
2016
Q3 		$19.3M Buy
853,079
+21,164
+3% +$480K 0.01% 1478
2016
Q2 		$18.9M Sell
831,915
-357,223
-30% -$8.12M 0.01% 1469
2016
Q1 		$26.9M Buy
1,189,138
+243,779
+26% +$5.51M 0.01% 1136
2015
Q4 		$21.3M Sell
945,359
-106,801
-10% -$2.42M 0.01% 1352
2015
Q3 		$23.9M Sell
1,052,160
-98,668
-9% -$2.24M 0.01% 1244
2015
Q2 		$26.2M Buy
1,150,828
+50,395
+5% +$1.15M 0.01% 1280
2015
Q1 		$25.1M Buy
1,100,433
+172,629
+19% +$3.93M 0.01% 1280
2014
Q4 		$21.1M Buy
927,804
+49,322
+6% +$1.12M 0.01% 1452
2014
Q3 		$20M Buy
878,482
+34,285
+4% +$783K 0.01% 1440
2014
Q2 		$19.3M Buy
844,197
+135,522
+19% +$3.1M 0.01% 1468
2014
Q1 		$16.2M Buy
708,675
+150,922
+27% +$3.44M 0.01% 1552
2013
Q4 		$12.6M Buy
557,753
+101,356
+22% +$2.3M 0.01% 1745
2013
Q3 		$10.3M Buy
456,397
+50,848
+13% +$1.14M ﹤0.01% 1748
2013
Q2 		$9.05M Buy
+405,549
New +$9.25M ﹤0.01% 1783

Other funds holding BSCH

FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley's BSCH Position: Q4 2017 in Review

Morgan Stanley sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 617,757 shares — an estimated $14M sold.

Morgan Stanley first reported a position in BSCH in Q2 2013 and held it in 18 quarters. The position peaked at $26.9M in Q1 2016. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • Morgan Stanley reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Morgan Stanley sold 617,757 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $14M.
  • Morgan Stanley first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Morgan Stanley's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $26.9M in Q1 2016.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Morgan Stanley's 13F filing for Q4 2017, filed 14 Feb 2018.