U
BSCJ

UBS’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

UBS’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
2014
Q3 		$5.88M Buy
279,932
+22,859
+9% +$482K ﹤0.01% 1874
2014
Q2 		$5.45M Sell
257,073
-44,994
-15% -$948K ﹤0.01% 1884
2014
Q1 		$6.31M Buy
302,067
+64,428
+27% +$1.35M 0.01% 1639
2013
Q4 		$4.89M Sell
237,639
-1,710
-0.7% -$35.4K ﹤0.01% 1893
2013
Q3 		$4.93M Buy
239,349
+7,297
+3% +$149K 0.01% 1716
2013
Q2 		$4.73M Buy
+232,052
New +$4.89M 0.01% 1675

Other funds holding BSCJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

UBS's BSCJ Position: Q3 2014 in Review

UBS increased its Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) stake by 8.9% in Q3 2014, buying an estimated $482K and bringing the position to 279,932 shares worth $5.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

UBS first reported a position in BSCJ in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.31M in Q1 2014. 41 funds tracked by Wall St. Rank hold BSCJ as of Q3 2014.

  • UBS held 279,932 shares of Invesco BulletShares 2019 Corporate Bond ETF worth $5.88M as of Q3 2014.
  • UBS bought 22,859 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2014, an estimated $482K.
  • Invesco BulletShares 2019 Corporate Bond ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1874 holding.
  • UBS first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $6.31M in Q1 2014.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.