RIA
BSJG

Regal Investment Advisors’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-384
Closed -$9K – 1028
2015
Q3 		$9K Buy
384
+3
+0.8% +$78 ﹤0.01% 727
2015
Q2 		$10K Buy
381
+159
+72% +$4.19K ﹤0.01% 661
2015
Q1 		$6K Buy
+222
New +$5.82K ﹤0.01% 797

Other funds holding BSJG

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

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

Regal Investment Advisors sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q4 2015, closing a stake of 384 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in BSJG in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q2 2015. 81 funds tracked by Wall St. Rank hold BSJG as of Q4 2015.

  • Regal Investment Advisors reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 384 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q4 2015, an estimated $9K.
  • Regal Investment Advisors first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $10K in Q2 2015.
  • 81 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q4 2015.

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