SPI
BSCL

Santori & Peters Inc’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Santori & Peters Inc’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,995
Closed -$83K – 579
2017
Q4 		$83K Buy
+3,995
New +$84.9K 0.07% 84

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MFWM
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SF
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Ameriprise
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Bank of America
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EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Santori & Peters Inc's BSCL Position: Q1 2018 in Review

Santori & Peters Inc sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2018, closing a stake of 3,995 shares — an estimated $83K sold.

Santori & Peters Inc first reported a position in BSCL in Q4 2017 and held it in 1 quarter. The position peaked at $83K in Q4 2017. 121 funds tracked by Wall St. Rank hold BSCL as of Q1 2018.

  • Santori & Peters Inc reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 3,995 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2018, an estimated $83K.
  • Santori & Peters Inc first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $83K in Q4 2017.
  • 121 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.