New England Professional Planning Group’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$16M	Sell	616,670 -7,851	-1%	-$202K	17.91%	1
2016 Q1	$15.8M	Sell	624,521 -10,236	-2%	-$256K	15.88%	2
2015 Q4	$15.8M	Buy	634,757 +11,235	+2%	+$286K	17.66%	2
2015 Q3	$15.9M	Buy	623,522 +24,347	+4%	+$632K	18.04%	2
2015 Q2	$15.8M	Buy	599,175 +10,716	+2%	+$284K	20.76%	2
2015 Q1	$15.6M	Buy	588,459 +441,611	+301%	+$11.6M	21.09%	2
2014 Q4	$3.86M	Buy	+146,848	New	+$3.9M	5.7%	5

Other funds holding BSJH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UCFA

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

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

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SIAS

Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

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

New England Professional Planning Group's BSJH Position: Q2 2016 in Review

New England Professional Planning Group reduced its Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) stake by 1.3% in Q2 2016, selling an estimated $202K and leaving 616,670 shares worth $16M. The position accounts for 17.91% of the portfolio, ranked #1.

New England Professional Planning Group first reported a position in BSJH in Q4 2014 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold BSJH as of Q2 2016.

New England Professional Planning Group held 616,670 shares of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF worth $16M as of Q2 2016.
New England Professional Planning Group sold 7,851 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q2 2016, an estimated $202K.
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF made up 17.91% of New England Professional Planning Group's portfolio in Q2 2016, its #1 holding.
New England Professional Planning Group first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2014 and has held it in 7 quarters since.
91 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q2 2016.

Based on New England Professional Planning Group's 13F filing for Q2 2016, filed 28 Jul 2016.