RIA
BSJF

Regal Investment Advisors’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-512
Closed -$13K – 1064
2015
Q3 		$13K Buy
512
+2
+0.4% +$52 ﹤0.01% 646
2015
Q2 		$13K Buy
510
+275
+117% +$7.18K ﹤0.01% 623
2015
Q1 		$6K Sell
235
-540
-70% -$14.1K ﹤0.01% 800
2014
Q4 		$20K Buy
775
+166
+27% +$4.37K 0.01% 536
2014
Q3 		$16K Sell
609
-94
-13% -$2.51K ﹤0.01% 606
2014
Q2 		$19K Sell
703
-13
-2% -$350 0.01% 563
2014
Q1 		$19K Hold
716
– – 0.01% 527
2013
Q4 		$19K Sell
716
-69
-9% -$1.86K 0.01% 472
2013
Q3 		$21K Hold
785
– – 0.01% 469
2013
Q2 		$21K Buy
+785
New +$21.1K 0.01% 456

Other funds holding BSJF

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Regal Investment Advisors's BSJF Position: Q4 2015 in Review

Regal Investment Advisors sold out of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q4 2015, closing a stake of 512 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in BSJF in Q2 2013 and held it in 10 quarters. The position peaked at $21K in Q3 2013. 5 funds tracked by Wall St. Rank hold BSJF as of Q4 2015.

  • Regal Investment Advisors reported no remaining GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 512 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q4 2015, an estimated $13K.
  • Regal Investment Advisors first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $21K in Q3 2013.
  • 5 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.