PIM
BSCJ

Parasol Investment Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Parasol Investment Management’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-30,340
Closed -$641K – 147
2016
Q4 		$641K Buy
30,340
+3,136
+12% +$66.6K 0.67% 30
2016
Q3 		$582K Sell
27,204
-3,995
-13% -$85.5K 0.61% 29
2016
Q2 		$669K Hold
31,199
– – 0.7% 27
2016
Q1 		$662K Buy
31,199
+9,144
+41% +$192K 0.65% 24
2015
Q4 		$460K Sell
22,055
-5,010
-19% -$105K 0.44% 28
2015
Q3 		$572K Sell
27,065
-2,810
-9% -$59.2K 0.52% 24
2015
Q2 		$629K Hold
29,875
– – 0.42% 39
2015
Q1 		$636K Buy
29,875
+20,285
+212% +$430K 0.4% 42
2014
Q4 		$201K Buy
9,590
+7,050
+278% +$149K 0.14% 61
2014
Q3 		$53K Hold
2,540
– – 0.04% 103
2014
Q2 		$54K Hold
2,540
– – 0.04% 108
2014
Q1 		$53K Buy
2,540
+1,340
+112% +$28K 0.04% 84
2013
Q4 		$25K Buy
+1,200
New +$24.9K 0.02% 133

Other funds holding BSCJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Parasol Investment Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q1 2017, closing a stake of 30,340 shares — an estimated $641K sold.

Parasol Investment Management first reported a position in BSCJ in Q4 2013 and held it in 13 quarters. The position peaked at $669K in Q2 2016. 135 funds tracked by Wall St. Rank hold BSCJ as of Q1 2017.

  • Parasol Investment Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 30,340 Invesco BulletShares 2019 Corporate Bond ETF shares in Q1 2017, an estimated $641K.
  • Parasol Investment Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2013 and held it in 13 quarters.
  • Parasol Investment Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $669K in Q2 2016.
  • 135 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q1 2017.

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