PIM
BSCH

Parasol Investment Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Parasol Investment Management’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-36,489
Closed -$825K – 163
2016
Q4 		$825K Buy
36,489
+130
+0.4% +$2.94K 0.87% 23
2016
Q3 		$825K Sell
36,359
-2,425
-6% -$55K 0.86% 20
2016
Q2 		$883K Buy
38,784
+94
+0.2% +$2.14K 0.92% 21
2016
Q1 		$876K Sell
38,690
-2,190
-5% -$49.5K 0.85% 16
2015
Q4 		$921K Sell
40,880
-12,740
-24% -$289K 0.88% 15
2015
Q3 		$1.22M Sell
53,620
-22,400
-29% -$509K 1.1% 13
2015
Q2 		$1.73M Buy
76,020
+1,305
+2% +$29.8K 1.16% 17
2015
Q1 		$1.71M Buy
74,715
+5,280
+8% +$120K 1.07% 16
2014
Q4 		$1.58M Buy
69,435
+4,845
+8% +$110K 1.09% 15
2014
Q3 		$1.47M Buy
64,590
+12,740
+25% +$291K 1.02% 16
2014
Q2 		$1.19M Hold
51,850
– – 0.81% 17
2014
Q1 		$1.18M Buy
51,850
+4,405
+9% +$100K 0.84% 16
2013
Q4 		$1.07M Buy
47,445
+800
+2% +$18.2K 0.72% 17
2013
Q3 		$1.05M Buy
+46,645
New +$1.05M 0.8% 13

Other funds holding BSCH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Parasol Investment Management's BSCH Position: Q1 2017 in Review

Parasol Investment Management sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q1 2017, closing a stake of 36,489 shares — an estimated $825K sold.

Parasol Investment Management first reported a position in BSCH in Q3 2013 and held it in 14 quarters. The position peaked at $1.73M in Q2 2015. 135 funds tracked by Wall St. Rank hold BSCH as of Q1 2017.

  • Parasol Investment Management reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 36,489 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q1 2017, an estimated $825K.
  • Parasol Investment Management first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q3 2013 and held it in 14 quarters.
  • Parasol Investment Management's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $1.73M in Q2 2015.
  • 135 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.