PIM
BSCM

Parasol Investment Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Parasol Investment Management’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$6K – 161
2016
Q4 		$6K Buy
300
+50
+20% +$1.06K 0.01% 154
2016
Q3 		$5K Buy
+250
New +$5.4K 0.01% 147

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MFWM
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PV
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
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NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Parasol Investment Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2017, closing a stake of 300 shares — an estimated $6K sold.

Parasol Investment Management first reported a position in BSCM in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 79 funds tracked by Wall St. Rank hold BSCM as of Q1 2017.

  • Parasol Investment Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 300 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2017, an estimated $6K.
  • Parasol Investment Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2016 and held it in 2 quarters.
  • Parasol Investment Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $6K in Q4 2016.
  • 79 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2017.

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