PIM
BSCL

Parasol Investment Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Parasol Investment Management’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
2017
Q1 		– Sell
-18,980
Closed -$398K – 145
2016
Q4 		$398K Buy
18,980
+2,150
+13% +$45.7K 0.42% 44
2016
Q3 		$364K Buy
16,830
+5,330
+46% +$115K 0.38% 44
2016
Q2 		$247K Buy
+11,500
New +$245K 0.26% 56

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
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

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

Parasol Investment Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2017, closing a stake of 18,980 shares — an estimated $398K sold.

Parasol Investment Management first reported a position in BSCL in Q2 2016 and held it in 3 quarters. The position peaked at $398K in Q4 2016. 114 funds tracked by Wall St. Rank hold BSCL as of Q1 2017.

  • Parasol Investment Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 18,980 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2017, an estimated $398K.
  • Parasol Investment Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2016 and held it in 3 quarters.
  • Parasol Investment Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $398K in Q4 2016.
  • 114 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2017.

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