SAS
BSCH

Sage Advisory Services’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Sage Advisory Services’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
2017
Q1 		– Sell
-28,543
Closed -$645K – 31
2016
Q4 		$645K Buy
+28,543
New +$646K 0.08% 25

Other funds holding BSCH

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Sage Advisory Services's BSCH Position: Q1 2017 in Review

Sage Advisory Services sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q1 2017, closing a stake of 28,543 shares — an estimated $645K sold.

Sage Advisory Services first reported a position in BSCH in Q4 2016 and held it in 1 quarter. The position peaked at $645K in Q4 2016. 135 funds tracked by Wall St. Rank hold BSCH as of Q1 2017.

  • Sage Advisory Services reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Sage Advisory Services sold 28,543 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q1 2017, an estimated $645K.
  • Sage Advisory Services first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Sage Advisory Services's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $645K in Q4 2016.
  • 135 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q1 2017.

Based on Sage Advisory Services's 13F filing for Q1 2017, filed 3 May 2017.