TFA
BSJH

Transamerica Financial Advisors’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Transamerica Financial Advisors’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-33
Closed -$1K – 439
2016
Q4 		$1K Hold
33
– – ﹤0.01% 419
2016
Q3 		$1K Sell
33
-27,814
-100% -$720K ﹤0.01% 415
2016
Q2 		$720K Sell
27,847
-3,052
-10% -$78.4K 0.07% 175
2016
Q1 		$788K Buy
+30,899
New +$771K 0.07% 184
2015
Q2 		– Sell
-1
Closed -$1K – 948
2015
Q1 		$1K Hold
1
– – ﹤0.01% 877
2014
Q4 		$1K Hold
1
– – ﹤0.01% 720
2014
Q3 		$1K Hold
1
– – ﹤0.01% 674
2014
Q2 		$1K Hold
1
– – ﹤0.01% 684
2014
Q1 		$1K Buy
+1
New +$27 ﹤0.01% 641

Other funds holding BSJH

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transamerica Financial Advisors's BSJH Position: Q1 2017 in Review

Transamerica Financial Advisors sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q1 2017, closing a stake of 33 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in BSJH in Q1 2014 and held it in 9 quarters. The position peaked at $788K in Q1 2016. 97 funds tracked by Wall St. Rank hold BSJH as of Q1 2017.

  • Transamerica Financial Advisors reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Transamerica Financial Advisors sold 33 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q1 2017, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q1 2014 and held it in 9 quarters.
  • Transamerica Financial Advisors's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $788K in Q1 2016.
  • 97 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q1 2017.

Based on Transamerica Financial Advisors's 13F filing for Q1 2017, filed 10 May 2017.