Private Vista’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Private Vista’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
2017 Q3	–	Sell	-11,834	Closed	-$304K	–	116
2017 Q2	$304K	Sell	11,834 -7,769	-40%	-$200K	0.07%	70
2017 Q1	$504K	Buy	+19,603	New	+$505K	0.13%	48
2016 Q4	–	Sell	-92,776	Closed	-$2.4M	–	79
2016 Q3	$2.4M	Buy	+92,776	New	+$2.4M	0.61%	25

Other funds holding BSJH

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Private Vista's BSJH Position: Q3 2017 in Review

Private Vista sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q3 2017, closing a stake of 11,834 shares — an estimated $304K sold.

Private Vista first reported a position in BSJH in Q3 2016 and held it in 3 quarters. The position peaked at $2.4M in Q3 2016. 87 funds tracked by Wall St. Rank hold BSJH as of Q3 2017.

Private Vista reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Private Vista sold 11,834 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $304K.
Private Vista first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q3 2016 and held it in 3 quarters.
Private Vista's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $2.4M in Q3 2016.
87 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q3 2017.

Based on Private Vista's 13F filing for Q3 2017, filed 2 Nov 2017.