Sequoia Financial Advisors’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Sequoia Financial Advisors’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 Q4	–	Sell	-14,425	Closed	-$326K	–	329
2017 Q3	$326K	Sell	14,425 -100	-0.7%	-$2.26K	0.04%	202
2017 Q2	$328K	Hold	14,525	–	–	0.04%	197
2017 Q1	$329K	Sell	14,525 -230	-2%	-$5.2K	0.04%	185
2016 Q4	$334K	Buy	+14,755	New	+$334K	0.05%	179

Other funds holding BSCH

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Sequoia Financial Advisors's BSCH Position: Q4 2017 in Review

Sequoia Financial Advisors sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 14,425 shares — an estimated $326K sold.

Sequoia Financial Advisors first reported a position in BSCH in Q4 2016 and held it in 4 quarters. The position peaked at $334K in Q4 2016. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

Sequoia Financial Advisors reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Sequoia Financial Advisors sold 14,425 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $326K.
Sequoia Financial Advisors first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
Sequoia Financial Advisors's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $334K in Q4 2016.
6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Sequoia Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.