NES
BSCJ

New England Securities’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

New England Securities’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,200
Closed -$45K – 1697
2013
Q2 		$45K Buy
+2,200
New +$46.3K 0.03% 460

Other funds holding BSCJ

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

New England Securities's BSCJ Position: Q3 2013 in Review

New England Securities sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2013, closing a stake of 2,200 shares — an estimated $45K sold.

New England Securities first reported a position in BSCJ in Q2 2013 and held it in 1 quarter. The position peaked at $45K in Q2 2013. 19 funds tracked by Wall St. Rank hold BSCJ as of Q3 2013.

  • New England Securities reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • New England Securities sold 2,200 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2013, an estimated $45K.
  • New England Securities first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • New England Securities's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $45K in Q2 2013.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2013.

Based on New England Securities's 13F filing for Q3 2013, filed 7 Nov 2013.