NIC
BSJM

Northwest Investment Counselors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Northwest Investment Counselors’s Portfolio BSJM Stock Details BSJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-791
Closed -$20K – 326
2017
Q3 		$20K Buy
+791
New +$20K 0.01% 248

Other funds holding BSJM

BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
KFA
Kabarec Financial Advisors Palatine, Illinois $131M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Northwest Investment Counselors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2017, closing a stake of 791 shares — an estimated $20K sold.

Northwest Investment Counselors first reported a position in BSJM in Q3 2017 and held it in 1 quarter. The position peaked at $20K in Q3 2017. 60 funds tracked by Wall St. Rank hold BSJM as of Q4 2017.

  • Northwest Investment Counselors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Northwest Investment Counselors sold 791 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $20K.
  • Northwest Investment Counselors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2017 and held it in 1 quarter.
  • Northwest Investment Counselors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $20K in Q3 2017.
  • 60 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2017.

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