Sequoia Financial Advisors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Sequoia Financial Advisors’s Portfolio BSCI Stock Details BSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-16,290	Closed	-$345K	–	338
2018 Q3	$345K	Hold	16,290	–	–	0.03%	208
2018 Q2	$345K	Buy	+16,290	New	+$344K	0.04%	203
2018 Q1	–	Sell	-16,870	Closed	-$356K	–	333
2017 Q4	$356K	Hold	16,870	–	–	0.04%	205
2017 Q3	$357K	Hold	16,870	–	–	0.04%	188
2017 Q2	$358K	Hold	16,870	–	–	0.04%	182
2017 Q1	$358K	Sell	16,870 -3,110	-16%	-$66K	0.05%	173
2016 Q4	$423K	Buy	+19,980	New	+$424K	0.06%	154

Sequoia Financial Advisors's BSCI Position: Q4 2018 in Review

Sequoia Financial Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 16,290 shares — an estimated $345K sold.

Sequoia Financial Advisors first reported a position in BSCI in Q4 2016 and held it in 7 quarters. The position peaked at $423K in Q4 2016. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

Sequoia Financial Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Sequoia Financial Advisors sold 16,290 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $345K.
Sequoia Financial Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2016 and held it in 7 quarters.
Sequoia Financial Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $423K in Q4 2016.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on Sequoia Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.