Parasol Investment Management’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Parasol Investment Management’s Portfolio BSJH Stock Details BSJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,030	Closed	-$259K	–	154
2016 Q4	$259K	Buy	10,030 +300	+3%	+$7.74K	0.27%	53
2016 Q3	$252K	Sell	9,730 -1,180	-11%	-$30.5K	0.26%	52
2016 Q2	$282K	Hold	10,910	–	–	0.29%	50
2016 Q1	$278K	Hold	10,910	–	–	0.27%	45
2015 Q4	$272K	Sell	10,910 -1,640	-13%	-$41.7K	0.26%	44
2015 Q3	$319K	Sell	12,550 -3,225	-20%	-$83.8K	0.29%	43
2015 Q2	$417K	Hold	15,775	–	–	0.28%	49
2015 Q1	$417K	Hold	15,775	–	–	0.26%	51
2014 Q4	$409K	Sell	15,775 -400	-2%	-$10.6K	0.28%	47
2014 Q3	$433K	Hold	16,175	–	–	0.3%	44
2014 Q2	$446K	Hold	16,175	–	–	0.31%	42
2014 Q1	$445K	Hold	16,175	–	–	0.32%	24
2013 Q4	$439K	Buy	16,175 +630	+4%	+$17K	0.29%	20
2013 Q3	$415K	Buy	+15,545	New	+$413K	0.31%	19

Other funds holding BSJH

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Parasol Investment Management sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q1 2017, closing a stake of 10,030 shares — an estimated $259K sold.

Parasol Investment Management first reported a position in BSJH in Q3 2013 and held it in 14 quarters. The position peaked at $446K in Q2 2014. 97 funds tracked by Wall St. Rank hold BSJH as of Q1 2017.

Parasol Investment Management reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Parasol Investment Management sold 10,030 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q1 2017, an estimated $259K.
Parasol Investment Management first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q3 2013 and held it in 14 quarters.
Parasol Investment Management's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $446K in Q2 2014.
97 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q1 2017.

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