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BSCL

Transamerica Financial Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Transamerica Financial Advisors’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
2016
Q4 		– Sell
-9,746
Closed -$211K – 479
2016
Q3 		$211K Sell
9,746
-2,249
-19% -$48.5K 0.02% 218
2016
Q2 		$259K Sell
11,995
-5,185
-30% -$110K 0.03% 211
2016
Q1 		$363K Buy
+17,180
New +$355K 0.03% 248

Other funds holding BSCL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Transamerica Financial Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2016, closing a stake of 9,746 shares — an estimated $211K sold.

Transamerica Financial Advisors first reported a position in BSCL in Q1 2016 and held it in 3 quarters. The position peaked at $363K in Q1 2016. 102 funds tracked by Wall St. Rank hold BSCL as of Q4 2016.

  • Transamerica Financial Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 9,746 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2016, an estimated $211K.
  • Transamerica Financial Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2016 and held it in 3 quarters.
  • Transamerica Financial Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $363K in Q1 2016.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2016.

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