MFS
BSCE

MSI Financial Services’s CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF BSCE Stock Holding History

MSI Financial Services’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,420
Closed -$72K – 2851
2014
Q2 		$72K Hold
3,420
– – 0.01% 944
2014
Q1 		$72K Sell
3,420
-59,230
-95% -$1.26M 0.01% 885
2013
Q4 		$1.33M Buy
62,650
+12,905
+26% +$275K 0.2% 127
2013
Q3 		$1.06M Buy
+49,745
New +$1.06M 0.19% 138

Other funds holding BSCE

TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSI Financial Services's BSCE Position: Q3 2014 in Review

MSI Financial Services sold out of CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF (BSCE) in Q3 2014, closing a stake of 3,420 shares — an estimated $72K sold.

MSI Financial Services first reported a position in BSCE in Q3 2013 and held it in 4 quarters. The position peaked at $1.33M in Q4 2013. 69 funds tracked by Wall St. Rank hold BSCE as of Q3 2014.

  • MSI Financial Services reported no remaining CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position as of Q3 2014 after selling out during the quarter.
  • MSI Financial Services sold 3,420 CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF shares in Q3 2014, an estimated $72K.
  • MSI Financial Services first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF in Q3 2013 and held it in 4 quarters.
  • MSI Financial Services's CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position peaked at $1.33M in Q4 2013.
  • 69 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF as of Q3 2014.

Based on MSI Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.