Partnervest Advisory Services’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Partnervest Advisory Services’s Portfolio BSCH Stock Details BSCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-375	Closed	-$9K	–	1026
2014 Q2	$9K	Sell	375 -18,121	-98%	-$415K	﹤0.01%	715
2014 Q1	$422K	Sell	18,496 -7,968	-30%	-$182K	0.19%	78
2013 Q4	$600K	Sell	26,464 -7,156	-21%	-$162K	0.28%	55
2013 Q3	$760K	Buy	33,620 +13,585	+68%	+$304K	0.39%	36
2013 Q2	$447K	Buy	+20,035	New	+$457K	0.2%	53

Other funds holding BSCH

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

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

ACM

Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Partnervest Advisory Services's BSCH Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q3 2014, closing a stake of 375 shares — an estimated $9K sold.

Partnervest Advisory Services first reported a position in BSCH in Q2 2013 and held it in 5 quarters. The position peaked at $760K in Q3 2013. 76 funds tracked by Wall St. Rank hold BSCH as of Q3 2014.

Partnervest Advisory Services reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 375 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q3 2014, an estimated $9K.
Partnervest Advisory Services first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $760K in Q3 2013.
76 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.