Northwestern Mutual Wealth Management
BSJI

Northwestern Mutual Wealth Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-180
Closed -$5K – 2526
2017
Q3 		$5K Sell
180
-4,837
-96% -$122K ﹤0.01% 1838
2017
Q2 		$127K Buy
+5,017
New +$127K ﹤0.01% 812

Other funds holding BSJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSJI Position: Q4 2017 in Review

Northwestern Mutual Wealth Management sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q4 2017, closing a stake of 180 shares — an estimated $5K sold.

Northwestern Mutual Wealth Management first reported a position in BSJI in Q2 2017 and held it in 2 quarters. The position peaked at $127K in Q2 2017. 138 funds tracked by Wall St. Rank hold BSJI as of Q4 2017.

  • Northwestern Mutual Wealth Management reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 180 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $5K.
  • Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q2 2017 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $127K in Q2 2017.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q4 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.