NC
BSCH

NewSquare Capital’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

NewSquare Capital’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,345
Closed -$30K – 270
2013
Q4 		$30K Sell
1,345
-22,685
-94% -$515K 0.01% 141
2013
Q3 		$544K Buy
24,030
+23,330
+3,333% +$523K 0.26% 51
2013
Q2 		$16K Buy
+700
New +$16K 0.01% 148

Other funds holding BSCH

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

NewSquare Capital's BSCH Position: Q1 2014 in Review

NewSquare Capital sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q1 2014, closing a stake of 1,345 shares — an estimated $30K sold.

NewSquare Capital first reported a position in BSCH in Q2 2013 and held it in 3 quarters. The position peaked at $544K in Q3 2013. 64 funds tracked by Wall St. Rank hold BSCH as of Q1 2014.

  • NewSquare Capital reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • NewSquare Capital sold 1,345 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q1 2014, an estimated $30K.
  • NewSquare Capital first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
  • NewSquare Capital's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $544K in Q3 2013.
  • 64 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q1 2014.

Based on NewSquare Capital's 13F filing for Q1 2014, filed 8 Apr 2014.