RFWA
BSCG

RPg Family Wealth Advisory’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

RPg Family Wealth Advisory’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-28,064
Closed -$619K – 301
2016
Q3 		$619K Sell
28,064
-34,714
-55% -$766K 0.44% 42
2016
Q2 		$1.38M Buy
62,778
+23,564
+60% +$520K 0.61% 35
2016
Q1 		$865K Sell
39,214
-81
-0.2% -$1.79K 0.67% 39
2015
Q4 		$868K Buy
+39,295
New +$871K 0.8% 29

Other funds holding BSCG

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

RPg Family Wealth Advisory's BSCG Position: Q4 2016 in Review

RPg Family Wealth Advisory sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2016, closing a stake of 28,064 shares — an estimated $619K sold.

RPg Family Wealth Advisory first reported a position in BSCG in Q4 2015 and held it in 4 quarters. The position peaked at $1.38M in Q2 2016. 4 funds tracked by Wall St. Rank hold BSCG as of Q4 2016.

  • RPg Family Wealth Advisory reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 28,064 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2016, an estimated $619K.
  • RPg Family Wealth Advisory first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q4 2015 and held it in 4 quarters.
  • RPg Family Wealth Advisory's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $1.38M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2016, filed 13 Feb 2017.