UCFA
BSCE

United Capital Financial Advisors’s CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF BSCE Stock Holding History

United Capital Financial Advisors’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-290,138
Closed -$6.12M – 1219
2014
Q3 		$6.12M Buy
290,138
+141,915
+96% +$2.99M 0.11% 217
2014
Q2 		$3.13M Buy
148,223
+116,777
+371% +$2.47M 0.06% 316
2014
Q1 		$666K Buy
+31,446
New +$667K 0.01% 578

Other funds holding BSCE

SFT
Simmons First Trust Pine Bluff, Arkansas $875M AUM 3.23% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

United Capital Financial Advisors's BSCE Position: Q4 2014 in Review

United Capital Financial Advisors sold out of CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF (BSCE) in Q4 2014, closing a stake of 290,138 shares — an estimated $6.12M sold.

United Capital Financial Advisors first reported a position in BSCE in Q1 2014 and held it in 3 quarters. The position peaked at $6.12M in Q3 2014. 4 funds tracked by Wall St. Rank hold BSCE as of Q4 2014.

  • United Capital Financial Advisors reported no remaining CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 290,138 CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF shares in Q4 2014, an estimated $6.12M.
  • United Capital Financial Advisors first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF in Q1 2014 and held it in 3 quarters.
  • United Capital Financial Advisors's CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF position peaked at $6.12M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.