NES
BSJF

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

New England Securities’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
2014
Q4 		$3K Hold
109
– – ﹤0.01% 1425
2014
Q3 		$3K Hold
109
– – ﹤0.01% 1450
2014
Q2 		$3K Buy
+109
New +$2.94K ﹤0.01% 1493

Other funds holding BSJF

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
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

New England Securities's BSJF Position: Q4 2014 in Review

New England Securities held its GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) position steady in Q4 2014 at 109 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

New England Securities first reported a position in BSJF in Q2 2014 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold BSJF as of Q4 2014.

  • New England Securities held 109 shares of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF worth $3K as of Q4 2014.
  • New England Securities left its GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF share count unchanged in Q4 2014.
  • GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1425 holding.
  • New England Securities first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q2 2014 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.