TT
BSCG

Tower Trust’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Tower Trust’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$498K Buy
22,288
+4,484
+25% +$100K 0.31% 84
2013
Q4 		$397K Sell
17,804
-3,503
-16% -$78.1K 0.24% 100
2013
Q3 		$474K Buy
21,307
+674
+3% +$14.9K 0.32% 85
2013
Q2 		$455K Buy
+20,633
New +$460K 0.33% 82

Other funds holding BSCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Tower Trust's BSCG Position: Q1 2014 in Review

Tower Trust increased its Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) stake by 25% in Q1 2014, buying an estimated $100K and bringing the position to 22,288 shares worth $498K. The position accounts for 0.31% of the portfolio, ranked #84.

Tower Trust first reported a position in BSCG in Q2 2013 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold BSCG as of Q1 2014.

  • Tower Trust held 22,288 shares of Guggenheim BulletShares 2016 Corporate Bond ETF worth $498K as of Q1 2014.
  • Tower Trust bought 4,484 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q1 2014, an estimated $100K.
  • Guggenheim BulletShares 2016 Corporate Bond ETF made up 0.31% of Tower Trust's portfolio in Q1 2014, its #84 holding.
  • Tower Trust first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.