SIAS
BSJF

Shine Investment Advisory Services’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

Shine Investment Advisory Services’s Portfolio BSJF Stock Details BSJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-11,195
Closed -$290K – 32
2015
Q3 		$290K Hold
11,195
– – 0.33% 27
2015
Q2 		$292K Sell
11,195
-585
-5% -$15.3K 0.41% 18
2015
Q1 		$308K Sell
11,780
-1,651
-12% -$43K 0.28% 27
2014
Q4 		$347K Sell
13,431
-491,692
-97% -$12.9M 0.39% 23
2014
Q3 		$13.4M Buy
505,123
+10,468
+2% +$279K 15.56% 1
2014
Q2 		$13.3M Buy
+494,655
New +$13.3M 15.41% 2

Other funds holding BSJF

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Shine Investment Advisory Services's BSJF Position: Q4 2015 in Review

Shine Investment Advisory Services sold out of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q4 2015, closing a stake of 11,195 shares — an estimated $290K sold.

Shine Investment Advisory Services first reported a position in BSJF in Q2 2014 and held it in 6 quarters. The position peaked at $13.4M in Q3 2014. 5 funds tracked by Wall St. Rank hold BSJF as of Q4 2015.

  • Shine Investment Advisory Services reported no remaining GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position as of Q4 2015 after selling out during the quarter.
  • Shine Investment Advisory Services sold 11,195 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q4 2015, an estimated $290K.
  • Shine Investment Advisory Services first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q2 2014 and held it in 6 quarters.
  • Shine Investment Advisory Services's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $13.4M in Q3 2014.
  • 5 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q4 2015.

Based on Shine Investment Advisory Services's 13F filing for Q4 2015, filed 22 Jan 2016.