PI
BSCH

Placemark Investments’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Placemark Investments’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
Q4 		$230K Buy
10,185
+843
+9% +$19.2K ﹤0.01% 1507
2014
Q3 		$212K Buy
+9,342
New +$213K ﹤0.01% 1545

Other funds holding BSCH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
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

Placemark Investments's BSCH Position: Q4 2014 in Review

Placemark Investments increased its Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) stake by 9% in Q4 2014, buying an estimated $19.2K and bringing the position to 10,185 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Placemark Investments first reported a position in BSCH in Q3 2014 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold BSCH as of Q4 2014.

  • Placemark Investments held 10,185 shares of Guggenheim BulletShares 2017 Corporate Bond ETF worth $230K as of Q4 2014.
  • Placemark Investments bought 843 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2014, an estimated $19.2K.
  • Guggenheim BulletShares 2017 Corporate Bond ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1507 holding.
  • Placemark Investments first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q3 2014 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.