TCM
BSCH

Tradewinds Capital Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Tradewinds Capital Management’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,317
Closed -$30K – 686
2014
Q3 		$30K Buy
+1,317
New +$30.1K 0.02% 263

Other funds holding BSCH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tradewinds Capital Management's BSCH Position: Q4 2014 in Review

Tradewinds Capital Management sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2014, closing a stake of 1,317 shares — an estimated $30K sold.

Tradewinds Capital Management first reported a position in BSCH in Q3 2014 and held it in 1 quarter. The position peaked at $30K in Q3 2014. 90 funds tracked by Wall St. Rank hold BSCH as of Q4 2014.

  • Tradewinds Capital Management reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 1,317 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2014, an estimated $30K.
  • Tradewinds Capital Management first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q3 2014 and held it in 1 quarter.
  • Tradewinds Capital Management's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $30K in Q3 2014.
  • 90 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2014.

Based on Tradewinds Capital Management's 13F filing for Q4 2014, filed 5 Feb 2015.