PI
BSJF

Placemark Investments’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

Placemark Investments’s Portfolio BSJF Stock Details BSJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$202K Buy
+7,806
New +$206K ﹤0.01% 1554

Other funds holding BSJF

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Placemark Investments's BSJF Position: Q4 2014 in Review

Placemark Investments opened a new position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q4 2014: 7,806 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings.

84 funds tracked by Wall St. Rank hold BSJF as of Q4 2014.

  • Placemark Investments held 7,806 shares of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF worth $202K as of Q4 2014.
  • GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF was a new Placemark Investments position in Q4 2014.
  • GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1554 holding.
  • 84 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q4 2014.

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