PSF
BSCL

Pacific Sun Financial’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Pacific Sun Financial’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
2018
Q1 		– Sell
-122,377
Closed -$2.59M – 221
2017
Q4 		$2.59M Buy
+122,377
New +$2.6M 1.42% 23

Other funds holding BSCL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 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
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Pacific Sun Financial sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2018, closing a stake of 122,377 shares — an estimated $2.59M sold.

Pacific Sun Financial first reported a position in BSCL in Q4 2017 and held it in 1 quarter. The position peaked at $2.59M in Q4 2017. 121 funds tracked by Wall St. Rank hold BSCL as of Q1 2018.

  • Pacific Sun Financial reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 122,377 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2018, an estimated $2.59M.
  • Pacific Sun Financial first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $2.59M in Q4 2017.
  • 121 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2018.

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