SFPM
BSJI

Sensible Financial Planning & Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Sensible Financial Planning & Management’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-434
Closed -$12K – 74
2014
Q3 		$12K Buy
+434
New +$11.8K 0.01% 53

Other funds holding BSJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sensible Financial Planning & Management's BSJI Position: Q4 2014 in Review

Sensible Financial Planning & Management sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q4 2014, closing a stake of 434 shares — an estimated $12K sold.

Sensible Financial Planning & Management first reported a position in BSJI in Q3 2014 and held it in 1 quarter. The position peaked at $12K in Q3 2014. 50 funds tracked by Wall St. Rank hold BSJI as of Q4 2014.

  • Sensible Financial Planning & Management reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 434 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q4 2014, an estimated $12K.
  • Sensible Financial Planning & Management first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q3 2014 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $12K in Q3 2014.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q4 2014.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2014, filed 13 Feb 2015.