RCG
BSCH

Ruggie Capital Group’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Ruggie Capital Group’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-21,124
Closed -$481K – 226
2015
Q3 		$481K Sell
21,124
-3,316
-14% -$75.3K 0.46% 29
2015
Q2 		$556K Buy
24,440
+21,124
+637% +$482K 0.45% 31
2015
Q1 		$76K Sell
3,316
-21,124
-86% -$481K 0.09% 50
2014
Q4 		$556K Buy
+24,440
New +$557K 0.51% 30

Other funds holding BSCH

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Ruggie Capital Group's BSCH Position: Q4 2015 in Review

Ruggie Capital Group sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2015, closing a stake of 21,124 shares — an estimated $481K sold.

Ruggie Capital Group first reported a position in BSCH in Q4 2014 and held it in 4 quarters. The position peaked at $556K in Q2 2015. 118 funds tracked by Wall St. Rank hold BSCH as of Q4 2015.

  • Ruggie Capital Group reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Ruggie Capital Group sold 21,124 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2015, an estimated $481K.
  • Ruggie Capital Group first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2014 and held it in 4 quarters.
  • Ruggie Capital Group's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $556K in Q2 2015.
  • 118 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2015.

Based on Ruggie Capital Group's 13F filing for Q4 2015, filed 16 Feb 2016.