Northwestern Mutual Wealth Management
BSJG

Northwestern Mutual Wealth Management’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSJG Stock Details BSJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,604
Closed -$68K – 1950
2015
Q2 		$68K Buy
+2,604
New +$68.7K ﹤0.01% 622

Other funds holding BSJG

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
SIAS
Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSJG Position: Q3 2015 in Review

Northwestern Mutual Wealth Management sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q3 2015, closing a stake of 2,604 shares — an estimated $68K sold.

Northwestern Mutual Wealth Management first reported a position in BSJG in Q2 2015 and held it in 1 quarter. The position peaked at $68K in Q2 2015. 82 funds tracked by Wall St. Rank hold BSJG as of Q3 2015.

  • Northwestern Mutual Wealth Management reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,604 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q3 2015, an estimated $68K.
  • Northwestern Mutual Wealth Management first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q2 2015 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $68K in Q2 2015.
  • 82 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q3 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.