TT
BSCI

Tower Trust’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Tower Trust’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
2014
Q1 		$358K Buy
+17,001
New +$358K 0.23% 106

Other funds holding BSCI

EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Tower Trust's BSCI Position: Q1 2014 in Review

Tower Trust opened a new position in Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q1 2014: 17,001 shares worth $358K. The stake represents 0.23% of the portfolio and ranks #106 among its holdings.

45 funds tracked by Wall St. Rank hold BSCI as of Q1 2014.

  • Tower Trust held 17,001 shares of Invesco BulletShares 2018 Corporate Bond ETF worth $358K as of Q1 2014.
  • Invesco BulletShares 2018 Corporate Bond ETF was a new Tower Trust position in Q1 2014.
  • Invesco BulletShares 2018 Corporate Bond ETF made up 0.23% of Tower Trust's portfolio in Q1 2014, its #106 holding.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q1 2014.

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