New England Professional Planning Group’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

New England Professional Planning Group’s Portfolio BSJF Stock Details BSJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-396,488	Closed	-$10.3M	–	46
2014 Q4	$10.3M	Buy	+396,488	New	+$10.4M	15.25%	2

Other funds holding BSJF

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

New England Professional Planning Group's BSJF Position: Q1 2015 in Review

New England Professional Planning Group sold out of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q1 2015, closing a stake of 396,488 shares — an estimated $10.3M sold.

New England Professional Planning Group first reported a position in BSJF in Q4 2014 and held it in 1 quarter. The position peaked at $10.3M in Q4 2014. 88 funds tracked by Wall St. Rank hold BSJF as of Q1 2015.

New England Professional Planning Group reported no remaining GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position as of Q1 2015 after selling out during the quarter.
New England Professional Planning Group sold 396,488 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q1 2015, an estimated $10.3M.
New England Professional Planning Group first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q4 2014 and held it in 1 quarter.
New England Professional Planning Group's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $10.3M in Q4 2014.
88 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q1 2015.

Based on New England Professional Planning Group's 13F filing for Q1 2015, filed 19 May 2015.