PSF
BSCK

Pacific Sun Financial’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Pacific Sun Financial’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-175,172
Closed -$3.73M – 232
2017
Q4 		$3.73M Buy
+175,172
New +$3.75M 2.04% 11

Other funds holding BSCK

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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pacific Sun Financial's BSCK Position: Q1 2018 in Review

Pacific Sun Financial sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2018, closing a stake of 175,172 shares — an estimated $3.73M sold.

Pacific Sun Financial first reported a position in BSCK in Q4 2017 and held it in 1 quarter. The position peaked at $3.73M in Q4 2017. 143 funds tracked by Wall St. Rank hold BSCK as of Q1 2018.

  • Pacific Sun Financial reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 175,172 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2018, an estimated $3.73M.
  • Pacific Sun Financial first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $3.73M in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.