Private Vista’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Private Vista’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
2017 Q4	–	Sell	-87,724	Closed	-$1.98M	–	116
2017 Q3	$1.98M	Sell	87,724 -75,294	-46%	-$1.7M	0.43%	32
2017 Q2	$3.69M	Buy	163,018 +18,535	+13%	+$419K	0.89%	20
2017 Q1	$3.27M	Buy	144,483 +81,756	+130%	+$1.85M	0.81%	21
2016 Q4	$1.42M	Sell	62,727 -129,766	-67%	-$2.94M	0.41%	22
2016 Q3	$4.37M	Buy	192,493 +148,696	+340%	+$3.38M	1.11%	18
2016 Q2	$996K	Buy	+43,797	New	+$995K	0.33%	18

Other funds holding BSCH

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Private Vista's BSCH Position: Q4 2017 in Review

Private Vista sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 87,724 shares — an estimated $1.98M sold.

Private Vista first reported a position in BSCH in Q2 2016 and held it in 6 quarters. The position peaked at $4.37M in Q3 2016. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

Private Vista reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Private Vista sold 87,724 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $1.98M.
Private Vista first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2016 and held it in 6 quarters.
Private Vista's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $4.37M in Q3 2016.
6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Private Vista's 13F filing for Q4 2017, filed 17 Jan 2018.