PFM
BSJE

PacWest Financial Management’s GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF BSJE Stock Holding History

PacWest Financial Management’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
Q1 		– Sell
-157,402
Closed -$4.2K – 96
2013
Q4 		$4.2K Buy
157,402
+63,692
+68% +$1.7M 1.26% 3
2013
Q3 		$2.5M Buy
+93,710
New +$2.49M 2.16% 8

Other funds holding BSJE

BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PacWest Financial Management's BSJE Position: Q1 2014 in Review

PacWest Financial Management sold out of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) in Q1 2014, closing a stake of 157,402 shares — an estimated $4.2K sold.

PacWest Financial Management first reported a position in BSJE in Q3 2013 and held it in 2 quarters. The position peaked at $2.5M in Q3 2013. 56 funds tracked by Wall St. Rank hold BSJE as of Q1 2014.

  • PacWest Financial Management reported no remaining GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position as of Q1 2014 after selling out during the quarter.
  • PacWest Financial Management sold 157,402 GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF shares in Q1 2014, an estimated $4.2K.
  • PacWest Financial Management first reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in Q3 2013 and held it in 2 quarters.
  • PacWest Financial Management's GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position peaked at $2.5M in Q3 2013.
  • 56 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF as of Q1 2014.

Based on PacWest Financial Management's 13F filing for Q1 2014, filed 22 Apr 2014.