RFS
BSJE

Rockefeller Financial Services’s GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF BSJE Stock Holding History

Rockefeller Financial Services’s Portfolio BSJE Stock Details BSJE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-12,327
Closed -$325K – 541
2014
Q3 		$325K Hold
12,327
– – 0.01% 284
2014
Q2 		$326K Hold
12,327
– – 0.01% 302
2014
Q1 		$327K Hold
12,327
– – 0.01% 294
2013
Q4 		$329K Buy
+12,327
New +$330K 0.01% 306

Other funds holding BSJE

PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

Rockefeller Financial Services's BSJE Position: Q4 2014 in Review

Rockefeller Financial Services sold out of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) in Q4 2014, closing a stake of 12,327 shares — an estimated $325K sold.

Rockefeller Financial Services first reported a position in BSJE in Q4 2013 and held it in 4 quarters. The position peaked at $329K in Q4 2013. 3 funds tracked by Wall St. Rank hold BSJE as of Q4 2014.

  • Rockefeller Financial Services reported no remaining GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position as of Q4 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 12,327 GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF shares in Q4 2014, an estimated $325K.
  • Rockefeller Financial Services first reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in Q4 2013 and held it in 4 quarters.
  • Rockefeller Financial Services's GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position peaked at $329K in Q4 2013.
  • 3 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF as of Q4 2014.

Based on Rockefeller Financial Services's 13F filing for Q4 2014, filed 28 Jan 2015.