Northwestern Mutual Wealth Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Northwestern Mutual Wealth Management’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
2016 Q1	–	Sell	-639	Closed	-$14K	–	2403
2015 Q4	$14K	Buy	+639	New	+$14.5K	﹤0.01%	1112
2015 Q3	–	Sell	-4,931	Closed	-$112K	–	1983
2015 Q2	$112K	Buy	+4,931	New	+$112K	﹤0.01%	526
2015 Q1	–	Sell	-469	Closed	-$11K	–	2023
2014 Q4	$11K	Buy	+469	New	+$10.7K	﹤0.01%	1060

Other funds holding BSCH

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSCH Position: Q1 2016 in Review

Northwestern Mutual Wealth Management sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q1 2016, closing a stake of 639 shares — an estimated $14K sold.

Northwestern Mutual Wealth Management first reported a position in BSCH in Q4 2014 and held it in 3 quarters. The position peaked at $112K in Q2 2015. 125 funds tracked by Wall St. Rank hold BSCH as of Q1 2016.

Northwestern Mutual Wealth Management reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 639 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q1 2016, an estimated $14K.
Northwestern Mutual Wealth Management first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
Northwestern Mutual Wealth Management's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $112K in Q2 2015.
125 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q1 2016.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.