OIA
BSJE

Optimum Investment Advisors’s GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF BSJE Stock Holding History

Optimum Investment Advisors’s Portfolio BSJE Stock Details BSJE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-7,750
Closed -$204K – 1054
2014
Q3 		$204K Sell
7,750
-130
-2% -$3.43K 0.07% 251
2014
Q2 		$208K Hold
7,880
– – 0.07% 251
2014
Q1 		$209K Buy
7,880
+1,200
+18% +$31.9K 0.08% 219
2013
Q4 		$178K Buy
6,680
+165
+3% +$4.42K 0.07% 235
2013
Q3 		$174K Buy
+6,515
New +$173K 0.07% 220

Other funds holding BSJE

PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

Optimum Investment Advisors's BSJE Position: Q4 2014 in Review

Optimum Investment Advisors sold out of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) in Q4 2014, closing a stake of 7,750 shares — an estimated $204K sold.

Optimum Investment Advisors first reported a position in BSJE in Q3 2013 and held it in 5 quarters. The position peaked at $209K in Q1 2014. 3 funds tracked by Wall St. Rank hold BSJE as of Q4 2014.

  • Optimum Investment Advisors reported no remaining GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 7,750 GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF shares in Q4 2014, an estimated $204K.
  • Optimum Investment Advisors first reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in Q3 2013 and held it in 5 quarters.
  • Optimum Investment Advisors's GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position peaked at $209K in Q1 2014.
  • 3 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.