PMFA
BSJG

Plante Moran Financial Advisors’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Plante Moran Financial Advisors’s Portfolio BSJG Stock Details BSJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,135
Closed -$55K – 1034
2016
Q2 		$55K Buy
+2,135
New +$55.1K 0.04% 269

Other funds holding BSJG

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SG Americas Securities
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Plante Moran Financial Advisors's BSJG Position: Q3 2016 in Review

Plante Moran Financial Advisors sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q3 2016, closing a stake of 2,135 shares — an estimated $55K sold.

Plante Moran Financial Advisors first reported a position in BSJG in Q2 2016 and held it in 1 quarter. The position peaked at $55K in Q2 2016. 81 funds tracked by Wall St. Rank hold BSJG as of Q3 2016.

  • Plante Moran Financial Advisors reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,135 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q3 2016, an estimated $55K.
  • Plante Moran Financial Advisors first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $55K in Q2 2016.
  • 81 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q3 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2016, filed 3 Nov 2016.