TFO
BSCI

Tarbox Family Office’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Tarbox Family Office’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,700
Closed -$100K – 638
2017
Q3 		$100K Buy
+4,700
New +$99.6K 0.04% 118

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Tarbox Family Office's BSCI Position: Q4 2017 in Review

Tarbox Family Office sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2017, closing a stake of 4,700 shares — an estimated $100K sold.

Tarbox Family Office first reported a position in BSCI in Q3 2017 and held it in 1 quarter. The position peaked at $100K in Q3 2017. 157 funds tracked by Wall St. Rank hold BSCI as of Q4 2017.

  • Tarbox Family Office reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Tarbox Family Office sold 4,700 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2017, an estimated $100K.
  • Tarbox Family Office first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q3 2017 and held it in 1 quarter.
  • Tarbox Family Office's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $100K in Q3 2017.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2017.

Based on Tarbox Family Office's 13F filing for Q4 2017, filed 29 Jan 2018.