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BSCJ

Transamerica Financial Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Transamerica Financial Advisors’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
2016
Q4 		– Sell
-9,615
Closed -$206K – 481
2016
Q3 		$206K Sell
9,615
-2,226
-19% -$47.7K 0.02% 220
2016
Q2 		$254K Sell
11,841
-5,131
-30% -$109K 0.03% 213
2016
Q1 		$361K Buy
+16,972
New +$355K 0.03% 251

Other funds holding BSCJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Transamerica Financial Advisors's BSCJ Position: Q4 2016 in Review

Transamerica Financial Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2016, closing a stake of 9,615 shares — an estimated $206K sold.

Transamerica Financial Advisors first reported a position in BSCJ in Q1 2016 and held it in 3 quarters. The position peaked at $361K in Q1 2016. 122 funds tracked by Wall St. Rank hold BSCJ as of Q4 2016.

  • Transamerica Financial Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 9,615 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2016, an estimated $206K.
  • Transamerica Financial Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2016 and held it in 3 quarters.
  • Transamerica Financial Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $361K in Q1 2016.
  • 122 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2016.

Based on Transamerica Financial Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.