NFG
BSCH

Next Financial Group’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-4,093
Closed -$93K – 1754
2017
Q3 		$93K Hold
4,093
– – 0.03% 512
2017
Q2 		$93K Hold
4,093
– – 0.02% 569
2017
Q1 		$93K Sell
4,093
-2,832
-41% -$64K 0.03% 517
2016
Q4 		$157K Buy
6,925
+421
+6% +$9.53K 0.03% 547
2016
Q3 		$148K Buy
6,504
+2,836
+77% +$64.4K 0.03% 554
2016
Q2 		$83K Buy
3,668
+12
+0.3% +$273 0.03% 509
2016
Q1 		$82K Sell
3,656
-7,112
-66% -$161K 0.03% 483
2015
Q4 		$242K Buy
10,768
+7,120
+195% +$161K 0.09% 235
2015
Q3 		$82K Buy
+3,648
New +$82.9K 0.03% 497
2014
Q3 		– Sell
-610
Closed -$14K – 2651
2014
Q2 		$14K Buy
+610
New +$14K 0.01% 705

Other funds holding BSCH

FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Next Financial Group's BSCH Position: Q4 2017 in Review

Next Financial Group sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 4,093 shares — an estimated $93K sold.

Next Financial Group first reported a position in BSCH in Q2 2014 and held it in 10 quarters. The position peaked at $242K in Q4 2015. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • Next Financial Group reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 4,093 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $93K.
  • Next Financial Group first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2014 and held it in 10 quarters.
  • Next Financial Group's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $242K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.