NIC
BSJJ

Northwest Investment Counselors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Northwest Investment Counselors’s Portfolio BSJJ Stock Details BSJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,392
Closed -$34K – 337
2017
Q3 		$34K Hold
1,392
– – 0.01% 209
2017
Q2 		$34K Buy
+1,392
New +$34.2K 0.02% 190

Other funds holding BSJJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Northwest Investment Counselors's BSJJ Position: Q4 2017 in Review

Northwest Investment Counselors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2017, closing a stake of 1,392 shares — an estimated $34K sold.

Northwest Investment Counselors first reported a position in BSJJ in Q2 2017 and held it in 2 quarters. The position peaked at $34K in Q3 2017. 121 funds tracked by Wall St. Rank hold BSJJ as of Q4 2017.

  • Northwest Investment Counselors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,392 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $34K.
  • Northwest Investment Counselors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q2 2017 and held it in 2 quarters.
  • Northwest Investment Counselors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $34K in Q3 2017.
  • 121 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2017.

Based on Northwest Investment Counselors's 13F filing for Q4 2017, filed 1 Feb 2018.