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

Signature Estate & Investment Advisors’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
2016 Q4	–	Sell	-26,733	Closed	-$693K	–	180
2016 Q3	$693K	Sell	26,733 -6,017	-18%	-$156K	0.1%	78
2016 Q2	$846K	Sell	32,750 -842,492	-96%	-$21.6M	0.14%	72
2016 Q1	$22.3M	Buy	875,242 +40,260	+5%	+$1M	3.66%	7
2015 Q4	$20.8M	Buy	834,982 +84,601	+11%	+$2.15M	3.6%	4
2015 Q3	$19M	Buy	750,381 +665,631	+785%	+$17.3M	3.97%	3
2015 Q2	$2.24M	Buy	+84,750	New	+$2.25M	0.5%	44

Other funds holding BSJH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Signature Estate & Investment Advisors sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2016, closing a stake of 26,733 shares — an estimated $693K sold.

Signature Estate & Investment Advisors first reported a position in BSJH in Q2 2015 and held it in 6 quarters. The position peaked at $22.3M in Q1 2016. 100 funds tracked by Wall St. Rank hold BSJH as of Q4 2016.

Signature Estate & Investment Advisors reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Signature Estate & Investment Advisors sold 26,733 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $693K.
Signature Estate & Investment Advisors first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2015 and held it in 6 quarters.
Signature Estate & Investment Advisors's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $22.3M in Q1 2016.
100 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2016.

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