UCFA
BSCF

United Capital Financial Advisors’s CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF BSCF Stock Holding History

United Capital Financial Advisors’s Portfolio BSCF Stock Details BSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-500,622
Closed -$10.8M – 1350
2015
Q3 		$10.8M Buy
500,622
+28,835
+6% +$624K 0.13% 175
2015
Q2 		$10.2M Sell
471,787
-66,657
-12% -$1.44M 0.12% 211
2015
Q1 		$11.7M Buy
538,444
+163,205
+43% +$3.53M 0.14% 183
2014
Q4 		$8.13M Buy
375,239
+89,115
+31% +$1.94M 0.12% 193
2014
Q3 		$6.22M Buy
286,124
+138,178
+93% +$3.01M 0.11% 211
2014
Q2 		$3.24M Buy
147,946
+112,635
+319% +$2.46M 0.06% 303
2014
Q1 		$773K Buy
+35,311
New +$773K 0.02% 537

Other funds holding BSCF

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

United Capital Financial Advisors's BSCF Position: Q4 2015 in Review

United Capital Financial Advisors sold out of CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF (BSCF) in Q4 2015, closing a stake of 500,622 shares — an estimated $10.8M sold.

United Capital Financial Advisors first reported a position in BSCF in Q1 2014 and held it in 7 quarters. The position peaked at $11.7M in Q1 2015. 2 funds tracked by Wall St. Rank hold BSCF as of Q4 2015.

  • United Capital Financial Advisors reported no remaining CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 500,622 CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF shares in Q4 2015, an estimated $10.8M.
  • United Capital Financial Advisors first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF in Q1 2014 and held it in 7 quarters.
  • United Capital Financial Advisors's CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF position peaked at $11.7M in Q1 2015.
  • 2 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.