TT
BSCJ

Tower Trust’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Tower Trust’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
2014
Q1 		$391K Buy
18,735
+5,260
+39% +$110K 0.25% 98
2013
Q4 		$277K Sell
13,475
-1,895
-12% -$39.2K 0.17% 135
2013
Q3 		$316K Buy
15,370
+2,885
+23% +$58.9K 0.21% 112
2013
Q2 		$254K Buy
+12,485
New +$263K 0.18% 123

Other funds holding BSCJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Tower Trust's BSCJ Position: Q1 2014 in Review

Tower Trust increased its Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) stake by 39% in Q1 2014, buying an estimated $110K and bringing the position to 18,735 shares worth $391K. The position accounts for 0.25% of the portfolio, ranked #98.

Tower Trust first reported a position in BSCJ in Q2 2013 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold BSCJ as of Q1 2014.

  • Tower Trust held 18,735 shares of Invesco BulletShares 2019 Corporate Bond ETF worth $391K as of Q1 2014.
  • Tower Trust bought 5,260 Invesco BulletShares 2019 Corporate Bond ETF shares in Q1 2014, an estimated $110K.
  • Invesco BulletShares 2019 Corporate Bond ETF made up 0.25% of Tower Trust's portfolio in Q1 2014, its #98 holding.
  • Tower Trust first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q1 2014.

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