NFG
BSCG

Next Financial Group’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Next Financial Group’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
2016
Q4 		– Sell
-3,757
Closed -$82.9K – 2563
2016
Q3 		$83K Buy
3,757
+3
+0.1% +$66 0.02% 743
2016
Q2 		$82K Buy
3,754
+8
+0.2% +$176 0.03% 515
2016
Q1 		$82K Buy
3,746
+6
+0.2% +$132 0.03% 482
2015
Q4 		$82K Hold
3,740
– – 0.03% 488
2015
Q3 		$82K Buy
+3,740
New +$82.9K 0.03% 496
2014
Q3 		– Sell
-1,115
Closed -$25K – 2612
2014
Q2 		$25K Buy
+1,115
New +$24.9K 0.01% 530

Other funds holding BSCG

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Next Financial Group's BSCG Position: Q4 2016 in Review

Next Financial Group sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2016, closing a stake of 3,757 shares — an estimated $82.9K sold.

Next Financial Group first reported a position in BSCG in Q2 2014 and held it in 6 quarters. The position peaked at $83K in Q3 2016. 4 funds tracked by Wall St. Rank hold BSCG as of Q4 2016.

  • Next Financial Group reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 3,757 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2016, an estimated $82.9K.
  • Next Financial Group first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q2 2014 and held it in 6 quarters.
  • Next Financial Group's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $83K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.