OWD
BSCL

Osborn Williams & Donohoe’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Osborn Williams & Donohoe’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17,500
Closed -$368K – 714
2019
Q1 		$368K Buy
+17,500
New +$366K 0.04% 280

Other funds holding BSCL

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osborn Williams & Donohoe's BSCL Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2019, closing a stake of 17,500 shares — an estimated $368K sold.

Osborn Williams & Donohoe first reported a position in BSCL in Q1 2019 and held it in 1 quarter. The position peaked at $368K in Q1 2019. 226 funds tracked by Wall St. Rank hold BSCL as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 17,500 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2019, an estimated $368K.
  • Osborn Williams & Donohoe first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $368K in Q1 2019.
  • 226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.