PIM
BSJK

Parasol Investment Management’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Parasol Investment Management’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,328
Closed -$31K – 154
2016
Q2 		$31K Hold
1,328
– – 0.03% 118
2016
Q1 		$30K Buy
+1,328
New +$29.6K 0.03% 113

Other funds holding BSJK

Wells Fargo
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FA
FCG Advisors Chatham, New Jersey $425M AUM 12.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Parasol Investment Management's BSJK Position: Q3 2016 in Review

Parasol Investment Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2016, closing a stake of 1,328 shares — an estimated $31K sold.

Parasol Investment Management first reported a position in BSJK in Q1 2016 and held it in 2 quarters. The position peaked at $31K in Q2 2016. 45 funds tracked by Wall St. Rank hold BSJK as of Q3 2016.

  • Parasol Investment Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Parasol Investment Management sold 1,328 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2016, an estimated $31K.
  • Parasol Investment Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Parasol Investment Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $31K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2016.

Based on Parasol Investment Management's 13F filing for Q3 2016, filed 15 Nov 2016.