SNC
BSJG

Stifel Nicolaus & Co’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Stifel Nicolaus & Co’s Portfolio BSJG Stock Details BSJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.58M Buy
96,898
+14,666
+18% +$388K 0.04% 397
2013
Q2 		$2.13M Buy
+82,232
New +$2.2M 0.04% 411

Other funds holding BSJG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stifel Nicolaus & Co's BSJG Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) stake by 18% in Q3 2013, buying an estimated $388K and bringing the position to 96,898 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #397.

Stifel Nicolaus & Co first reported a position in BSJG in Q2 2013 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold BSJG as of Q3 2013.

  • Stifel Nicolaus & Co held 96,898 shares of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF worth $2.58M as of Q3 2013.
  • Stifel Nicolaus & Co bought 14,666 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q3 2013, an estimated $388K.
  • Guggenheim BulletShares 2016 High Yield Corporate Bond ETF made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #397 holding.
  • Stifel Nicolaus & Co first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.