SWP
BSJH

Stratos Wealth Partners’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Stratos Wealth Partners’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
2017
Q4 		– Sell
-136,982
Closed -$3.52M – 2873
2017
Q3 		$3.52M Sell
136,982
-1,391
-1% -$35.7K 0.17% 135
2017
Q2 		$3.56M Buy
138,373
+16
+0% +$411 0.18% 123
2017
Q1 		$3.56M Buy
138,357
+2,279
+2% +$58.7K 0.2% 115
2016
Q4 		$3.51M Sell
136,078
-356
-0.3% -$9.19K 0.22% 102
2016
Q3 		$3.54M Sell
136,434
-19,875
-13% -$514K 0.24% 86
2016
Q2 		$4.04M Sell
156,309
-141,032
-47% -$3.62M 0.3% 72
2016
Q1 		$7.58M Buy
297,341
+85,457
+40% +$2.13M 0.65% 34
2015
Q4 		$5.29M Buy
211,884
+161,426
+320% +$4.11M 0.44% 44
2015
Q3 		$1.28M Buy
50,458
+35,840
+245% +$931K 0.16% 117
2015
Q2 		$386K Sell
14,618
-2,920
-17% -$77.4K 0.05% 307
2015
Q1 		$463K Buy
17,538
+1,675
+11% +$44.1K 0.06% 314
2014
Q4 		$412K Buy
+15,863
New +$421K 0.07% 283

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Stratos Wealth Partners's BSJH Position: Q4 2017 in Review

Stratos Wealth Partners sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 136,982 shares — an estimated $3.52M sold.

Stratos Wealth Partners first reported a position in BSJH in Q4 2014 and held it in 12 quarters. The position peaked at $7.58M in Q1 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Stratos Wealth Partners reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 136,982 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $3.52M.
  • Stratos Wealth Partners first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2014 and held it in 12 quarters.
  • Stratos Wealth Partners's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $7.58M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on Stratos Wealth Partners's 13F filing for Q4 2017, filed 9 Feb 2018.