TWA
BSJI

TCI Wealth Advisors’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

TCI Wealth Advisors’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-181
Closed -$5K – 1414
2017
Q2 		$5K Buy
+181
New +$4.59K ﹤0.01% 778

Other funds holding BSJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's BSJI Position: Q3 2017 in Review

TCI Wealth Advisors sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q3 2017, closing a stake of 181 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in BSJI in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 127 funds tracked by Wall St. Rank hold BSJI as of Q3 2017.

  • TCI Wealth Advisors reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 181 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $5K.
  • TCI Wealth Advisors first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $5K in Q2 2017.
  • 127 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.