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BSCK

Transamerica Financial Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Transamerica Financial Advisors’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
2016
Q4 		– Sell
-9,574
Closed -$208K – 486
2016
Q3 		$208K Sell
9,574
-2,215
-19% -$48.1K 0.02% 219
2016
Q2 		$256K Sell
11,789
-5,103
-30% -$110K 0.03% 212
2016
Q1 		$362K Buy
+16,892
New +$355K 0.03% 249

Other funds holding BSCK

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Transamerica Financial Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2016, closing a stake of 9,574 shares — an estimated $208K sold.

Transamerica Financial Advisors first reported a position in BSCK in Q1 2016 and held it in 3 quarters. The position peaked at $362K in Q1 2016. 121 funds tracked by Wall St. Rank hold BSCK as of Q4 2016.

  • Transamerica Financial Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 9,574 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2016, an estimated $208K.
  • Transamerica Financial Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2016 and held it in 3 quarters.
  • Transamerica Financial Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $362K in Q1 2016.
  • 121 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2016.

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