TFO
BSCJ

Tarbox Family Office’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Tarbox Family Office’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,100
Closed -$151K – 636
2017
Q3 		$151K Buy
+7,100
New +$151K 0.07% 93

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Tarbox Family Office sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2017, closing a stake of 7,100 shares — an estimated $151K sold.

Tarbox Family Office first reported a position in BSCJ in Q3 2017 and held it in 1 quarter. The position peaked at $151K in Q3 2017. 166 funds tracked by Wall St. Rank hold BSCJ as of Q4 2017.

  • Tarbox Family Office reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Tarbox Family Office sold 7,100 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2017, an estimated $151K.
  • Tarbox Family Office first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q3 2017 and held it in 1 quarter.
  • Tarbox Family Office's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $151K in Q3 2017.
  • 166 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2017.

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