OC
BSCJ

Oakworth Capital’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Oakworth Capital’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-398
Closed -$8K – 644
2018
Q2 		$8K Buy
+398
New +$8.36K ﹤0.01% 496

Other funds holding BSCJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Oakworth Capital's BSCJ Position: Q3 2018 in Review

Oakworth Capital sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2018, closing a stake of 398 shares — an estimated $8K sold.

Oakworth Capital first reported a position in BSCJ in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 164 funds tracked by Wall St. Rank hold BSCJ as of Q3 2018.

  • Oakworth Capital reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Oakworth Capital sold 398 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2018, an estimated $8K.
  • Oakworth Capital first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Oakworth Capital's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $8K in Q2 2018.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2018.

Based on Oakworth Capital's 13F filing for Q3 2018, filed 25 Oct 2018.