OA
BSCL

Oxbow Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Oxbow Advisors’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
Q3 		– Sell
-10,135
Closed -$215K – 316
2019
Q2 		$215K Hold
10,135
– – 0.03% 268
2019
Q1 		$213K Hold
10,135
– – 0.03% 257
2018
Q4 		$210K Hold
10,135
– – 0.03% 248
2018
Q3 		$210K Hold
10,135
– – 0.03% 263
2018
Q2 		$210K Buy
+10,135
New +$210K 0.03% 266

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
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Oxbow Advisors's BSCL Position: Q3 2019 in Review

Oxbow Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2019, closing a stake of 10,135 shares — an estimated $215K sold.

Oxbow Advisors first reported a position in BSCL in Q2 2018 and held it in 5 quarters. The position peaked at $215K in Q2 2019. 226 funds tracked by Wall St. Rank hold BSCL as of Q3 2019.

  • Oxbow Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Oxbow Advisors sold 10,135 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2019, an estimated $215K.
  • Oxbow Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
  • Oxbow Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $215K in Q2 2019.
  • 226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2019.

Based on Oxbow Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.