TCM
BSCL

Tradewinds Capital Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Tradewinds Capital Management’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,735
Closed -$77K – 704
2018
Q3 		$77K Sell
3,735
-1,065
-22% -$22.1K 0.03% 167
2018
Q2 		$100K Buy
+4,800
New +$99.5K 0.04% 152

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Tradewinds Capital Management's BSCL Position: Q4 2018 in Review

Tradewinds Capital Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2018, closing a stake of 3,735 shares — an estimated $77K sold.

Tradewinds Capital Management first reported a position in BSCL in Q2 2018 and held it in 2 quarters. The position peaked at $100K in Q2 2018. 201 funds tracked by Wall St. Rank hold BSCL as of Q4 2018.

  • Tradewinds Capital Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Tradewinds Capital Management sold 3,735 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2018, an estimated $77K.
  • Tradewinds Capital Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Tradewinds Capital Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $100K in Q2 2018.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2018.

Based on Tradewinds Capital Management's 13F filing for Q4 2018, filed 31 Jan 2019.