OIA
BSCG

Optimum Investment Advisors’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Optimum Investment Advisors’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$13K Buy
+600
New +$13.3K ﹤0.01% 777

Other funds holding BSCG

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Optimum Investment Advisors's BSCG Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q1 2015: 600 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings.

105 funds tracked by Wall St. Rank hold BSCG as of Q1 2015.

  • Optimum Investment Advisors held 600 shares of Guggenheim BulletShares 2016 Corporate Bond ETF worth $13K as of Q1 2015.
  • Guggenheim BulletShares 2016 Corporate Bond ETF was a new Optimum Investment Advisors position in Q1 2015.
  • Guggenheim BulletShares 2016 Corporate Bond ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #777 holding.
  • 105 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.