PMFA
BSJH

Plante Moran Financial Advisors’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Plante Moran Financial Advisors’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
2016
Q3 		– Sell
-2,005
Closed -$52K – 1028
2016
Q2 		$52K Buy
+2,005
New +$51.5K 0.04% 276

Other funds holding BSJH

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIAS
Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q3 2016, closing a stake of 2,005 shares — an estimated $52K sold.

Plante Moran Financial Advisors first reported a position in BSJH in Q2 2016 and held it in 1 quarter. The position peaked at $52K in Q2 2016. 91 funds tracked by Wall St. Rank hold BSJH as of Q3 2016.

  • Plante Moran Financial Advisors reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,005 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q3 2016, an estimated $52K.
  • Plante Moran Financial Advisors first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $52K in Q2 2016.
  • 91 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 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.