SWM
BSJH

Segment Wealth Management’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Segment Wealth Management’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,050
Closed -$207K – 215
2017
Q3 		$207K Sell
8,050
-1,600
-17% -$41.1K 0.05% 198
2017
Q2 		$248K Sell
9,650
-1,500
-13% -$38.6K 0.07% 176
2017
Q1 		$287K Hold
11,150
– – 0.09% 146
2016
Q4 		$288K Hold
11,150
– – 0.11% 129
2016
Q3 		$289K Hold
11,150
– – 0.11% 125
2016
Q2 		$288K Hold
11,150
– – 0.12% 114
2016
Q1 		$284K Hold
11,150
– – 0.11% 116
2015
Q4 		$278K Sell
11,150
-1,000
-8% -$25.4K 0.11% 118
2015
Q3 		$308K Buy
12,150
+1,000
+9% +$26K 0.12% 118
2015
Q2 		$294K Buy
11,150
+2,200
+25% +$58.3K 0.1% 135
2015
Q1 		$237K Hold
8,950
– – 0.08% 157
2014
Q4 		$232K Sell
8,950
-500
-5% -$13.3K 0.09% 139
2014
Q3 		$253K Sell
9,450
-2,400
-20% -$65.1K 0.1% 149
2014
Q2 		$327K Buy
11,850
+1,300
+12% +$35.8K 0.13% 125
2014
Q1 		$290K Buy
10,550
+3,000
+40% +$82K 0.13% 125
2013
Q4 		$205K Hold
7,550
– – 0.1% 150
2013
Q3 		$201K Sell
7,550
-500
-6% -$13.3K 0.11% 146
2013
Q2 		$211K Buy
+8,050
New +$216K 0.13% 135

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Segment Wealth Management's BSJH Position: Q4 2017 in Review

Segment Wealth Management sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 8,050 shares — an estimated $207K sold.

Segment Wealth Management first reported a position in BSJH in Q2 2013 and held it in 18 quarters. The position peaked at $327K in Q2 2014. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Segment Wealth Management reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Segment Wealth Management sold 8,050 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $207K.
  • Segment Wealth Management first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Segment Wealth Management's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $327K in Q2 2014.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Segment Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.