PWM
BSJH

Perigon Wealth Management’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Perigon Wealth 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
Q3 		– Sell
-4,570
Closed -$118K – 758
2017
Q2 		$118K Buy
4,570
+81
+2% +$2.08K 0.03% 285
2017
Q1 		$115K Sell
4,489
-392
-8% -$10.1K 0.02% 291
2016
Q4 		$126K Buy
+4,881
New +$126K 0.03% 271

Other funds holding BSJH

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Perigon Wealth Management's BSJH Position: Q3 2017 in Review

Perigon Wealth Management sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q3 2017, closing a stake of 4,570 shares — an estimated $118K sold.

Perigon Wealth Management first reported a position in BSJH in Q4 2016 and held it in 3 quarters. The position peaked at $126K in Q4 2016. 87 funds tracked by Wall St. Rank hold BSJH as of Q3 2017.

  • Perigon Wealth Management reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 4,570 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $118K.
  • Perigon Wealth Management first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2016 and held it in 3 quarters.
  • Perigon Wealth Management's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $126K in Q4 2016.
  • 87 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q3 2017.

Based on Perigon Wealth Management's 13F filing for Q3 2017, filed 5 Dec 2017.