SI
BSJF

Stephens Inc’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

Stephens Inc’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
2014
Q1 		– Sell
-7,800
Closed -$209K – 945
2013
Q4 		$209K Hold
7,800
– – 0.01% 762
2013
Q3 		$208K Hold
7,800
– – 0.01% 708
2013
Q2 		$205K Buy
+7,800
New +$209K 0.01% 643

Other funds holding BSJF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Inc's BSJF Position: Q1 2014 in Review

Stephens Inc sold out of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q1 2014, closing a stake of 7,800 shares — an estimated $209K sold.

Stephens Inc first reported a position in BSJF in Q2 2013 and held it in 3 quarters. The position peaked at $209K in Q4 2013. 60 funds tracked by Wall St. Rank hold BSJF as of Q1 2014.

  • Stephens Inc reported no remaining GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position as of Q1 2014 after selling out during the quarter.
  • Stephens Inc sold 7,800 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q1 2014, an estimated $209K.
  • Stephens Inc first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q2 2013 and held it in 3 quarters.
  • Stephens Inc's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $209K in Q4 2013.
  • 60 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q1 2014.

Based on Stephens Inc's 13F filing for Q1 2014, filed 13 May 2014.