Shine Investment Advisory Services’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Shine Investment Advisory Services’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	-13,593	Closed	-$350K	–	697
2017 Q3	$350K	Hold	13,593	–	–	0.18%	70
2017 Q2	$350K	Sell	13,593 -330	-2%	-$8.48K	0.18%	68
2017 Q1	$358K	Hold	13,923	–	–	0.24%	58
2016 Q4	$359K	Sell	13,923 -497,679	-97%	-$12.8M	0.3%	33
2016 Q3	$13.3M	Buy	511,602 +14,874	+3%	+$385K	11.71%	2
2016 Q2	$12.8M	Buy	496,728 +23,724	+5%	+$610K	14.74%	2
2016 Q1	$12.1M	Sell	473,004 -50,607	-10%	-$1.26M	13.56%	2
2015 Q4	$13.1M	Buy	+523,611	New	+$13.3M	12.94%	2

Other funds holding BSJH

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

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

Shine Investment Advisory Services's BSJH Position: Q4 2017 in Review

Shine Investment Advisory Services sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 13,593 shares — an estimated $350K sold.

Shine Investment Advisory Services first reported a position in BSJH in Q4 2015 and held it in 8 quarters. The position peaked at $13.3M in Q3 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

Shine Investment Advisory Services reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Shine Investment Advisory Services sold 13,593 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $350K.
Shine Investment Advisory Services first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2015 and held it in 8 quarters.
Shine Investment Advisory Services's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $13.3M in Q3 2016.
4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Shine Investment Advisory Services's 13F filing for Q4 2017, filed 25 Jan 2018.