SEIA
BSCH

Signature Estate & Investment Advisors’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Signature Estate & Investment 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
2016
Q4 		– Sell
-18,488
Closed -$419K – 182
2016
Q3 		$419K Sell
18,488
-2,120
-10% -$48.1K 0.06% 86
2016
Q2 		$469K Sell
20,608
-7,248
-26% -$165K 0.07% 85
2016
Q1 		$631K Sell
27,856
-8,930
-24% -$202K 0.1% 82
2015
Q4 		$828K Sell
36,786
-5,775
-14% -$131K 0.14% 75
2015
Q3 		$966K Sell
42,561
-614,503
-94% -$14M 0.2% 62
2015
Q2 		$14.9M Buy
657,064
+5,435
+0.8% +$124K 3.34% 6
2015
Q1 		$14.9M Buy
651,629
+69,694
+12% +$1.59M 3.93% 4
2014
Q4 		$13.2M Buy
581,935
+89,868
+18% +$2.05M 4.39% 4
2014
Q3 		$11.2M Buy
492,067
+85,714
+21% +$1.96M 4% 5
2014
Q2 		$9.31M Buy
406,353
+69,345
+21% +$1.59M 3.27% 7
2014
Q1 		$7.69M Buy
337,008
+114,736
+52% +$2.62M 3.01% 9
2013
Q4 		$5.04M Buy
222,272
+45,683
+26% +$1.04M 2.49% 13
2013
Q3 		$3.99M Buy
176,589
+41,462
+31% +$929K 2.3% 18
2013
Q2 		$3.02M Buy
+135,127
New +$3.08M 2.17% 21

Other funds holding BSCH

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Signature Estate & Investment Advisors's BSCH Position: Q4 2016 in Review

Signature Estate & Investment Advisors sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2016, closing a stake of 18,488 shares — an estimated $419K sold.

Signature Estate & Investment Advisors first reported a position in BSCH in Q2 2013 and held it in 14 quarters. The position peaked at $14.9M in Q2 2015. 138 funds tracked by Wall St. Rank hold BSCH as of Q4 2016.

  • Signature Estate & Investment Advisors reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 18,488 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2016, an estimated $419K.
  • Signature Estate & Investment Advisors first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2013 and held it in 14 quarters.
  • Signature Estate & Investment Advisors's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $14.9M in Q2 2015.
  • 138 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2016.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.