Stifel Financial
BSCH

Stifel Financial’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Stifel Financial’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
2017
Q4 		– Sell
-65,514
Closed -$1.49M – 2793
2017
Q3 		$1.49M Sell
65,514
-11,674
-15% -$264K 0.01% 1280
2017
Q2 		$1.75M Buy
77,188
+2,682
+4% +$60.6K 0.01% 1161
2017
Q1 		$1.69M Buy
74,506
+1,109
+2% +$25.1K 0.01% 1158
2016
Q4 		$1.67M Sell
73,397
-2,111
-3% -$47.8K 0.01% 1108
2016
Q3 		$1.71M Sell
75,508
-1,368
-2% -$31.1K 0.01% 1065
2016
Q2 		$1.75M Sell
76,876
-24
-0% -$545 0.01% 1065
2016
Q1 		$1.74M Buy
76,900
+3,529
+5% +$79.7K 0.01% 977
2015
Q4 		$1.65M Buy
73,371
+358
+0.5% +$8.11K 0.01% 1053
2015
Q3 		$1.66M Sell
73,013
-11,696
-14% -$266K 0.01% 1007
2015
Q2 		$1.93M Buy
84,709
+223
+0.3% +$5.08K 0.01% 1020
2015
Q1 		$1.93M Buy
84,486
+8,679
+11% +$198K 0.01% 960
2014
Q4 		$1.72M Buy
75,807
+30,930
+69% +$705K 0.01% 988
2014
Q3 		$1.02M Buy
44,877
+35,355
+371% +$808K 0.01% 1117
2014
Q2 		$218K Sell
9,522
-3,912
-29% -$89.5K ﹤0.01% 1956
2014
Q1 		$306K Buy
+13,434
New +$306K ﹤0.01% 1712

Other funds holding BSCH

FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Stifel Financial's BSCH Position: Q4 2017 in Review

Stifel Financial sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 65,514 shares — an estimated $1.49M sold.

Stifel Financial first reported a position in BSCH in Q1 2014 and held it in 15 quarters. The position peaked at $1.93M in Q1 2015. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • Stifel Financial reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Stifel Financial sold 65,514 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $1.49M.
  • Stifel Financial first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q1 2014 and held it in 15 quarters.
  • Stifel Financial's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $1.93M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Stifel Financial's 13F filing for Q4 2017, filed 14 Feb 2018.