TT
BSCK

Tower Trust’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Tower Trust’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$380K Buy
18,214
+5,273
+41% +$110K 0.24% 102
2013
Q4 		$266K Hold
12,941
– – 0.16% 140
2013
Q3 		$265K Buy
12,941
+996
+8% +$20.2K 0.18% 129
2013
Q2 		$243K Buy
+11,945
New +$253K 0.17% 130

Other funds holding BSCK

GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tower Trust's BSCK Position: Q1 2014 in Review

Tower Trust increased its Invesco BulletShares 2020 Corporate Bond ETF (BSCK) stake by 41% in Q1 2014, buying an estimated $110K and bringing the position to 18,214 shares worth $380K. The position accounts for 0.24% of the portfolio, ranked #102.

Tower Trust first reported a position in BSCK in Q2 2013 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold BSCK as of Q1 2014.

  • Tower Trust held 18,214 shares of Invesco BulletShares 2020 Corporate Bond ETF worth $380K as of Q1 2014.
  • Tower Trust bought 5,273 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2014, an estimated $110K.
  • Invesco BulletShares 2020 Corporate Bond ETF made up 0.24% of Tower Trust's portfolio in Q1 2014, its #102 holding.
  • Tower Trust first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2014.

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