NIC
BSJK

Northwest Investment Counselors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Northwest Investment Counselors’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,385
Closed -$35K – 335
2017
Q3 		$35K Hold
1,385
– – 0.02% 203
2017
Q2 		$34K Buy
+1,385
New +$34.3K 0.02% 189

Other funds holding BSJK

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

Northwest Investment Counselors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2017, closing a stake of 1,385 shares — an estimated $35K sold.

Northwest Investment Counselors first reported a position in BSJK in Q2 2017 and held it in 2 quarters. The position peaked at $35K in Q3 2017. 101 funds tracked by Wall St. Rank hold BSJK as of Q4 2017.

  • Northwest Investment Counselors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,385 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $35K.
  • Northwest Investment Counselors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2017 and held it in 2 quarters.
  • Northwest Investment Counselors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $35K in Q3 2017.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2017.

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