NFG
BSJH

Next Financial Group’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Next Financial Group’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,332
Closed -$86K – 1729
2017
Q3 		$86K Buy
3,332
+20
+0.6% +$514 0.02% 539
2017
Q2 		$85K Buy
3,312
+14
+0.4% +$360 0.02% 597
2017
Q1 		$85K Sell
3,298
-549
-14% -$14.2K 0.02% 544
2016
Q4 		$99K Buy
3,847
+31
+0.8% +$800 0.02% 687
2016
Q3 		$99K Buy
3,816
+614
+19% +$15.9K 0.02% 675
2016
Q2 		$82K Buy
3,202
+30
+0.9% +$771 0.03% 514
2016
Q1 		$80K Buy
3,172
+20
+0.6% +$499 0.03% 490
2015
Q4 		$78K Hold
3,152
– – 0.03% 505
2015
Q3 		$79K Buy
+3,152
New +$81.9K 0.03% 504

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Next Financial Group sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 3,332 shares — an estimated $86K sold.

Next Financial Group first reported a position in BSJH in Q3 2015 and held it in 9 quarters. The position peaked at $99K in Q4 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Next Financial Group reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 3,332 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $86K.
  • Next Financial Group first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q3 2015 and held it in 9 quarters.
  • Next Financial Group's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $99K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

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