NES
BSCG

New England Securities’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

New England Securities’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-461
Closed -$10K – 1890
2014
Q1 		$10K Buy
+461
New +$10.3K ﹤0.01% 1089

Other funds holding BSCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

New England Securities's BSCG Position: Q2 2014 in Review

New England Securities sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q2 2014, closing a stake of 461 shares — an estimated $10K sold.

New England Securities first reported a position in BSCG in Q1 2014 and held it in 1 quarter. The position peaked at $10K in Q1 2014. 79 funds tracked by Wall St. Rank hold BSCG as of Q2 2014.

  • New England Securities reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • New England Securities sold 461 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q2 2014, an estimated $10K.
  • New England Securities first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q1 2014 and held it in 1 quarter.
  • New England Securities's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $10K in Q1 2014.
  • 79 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q2 2014.

Based on New England Securities's 13F filing for Q2 2014, filed 4 Aug 2014.