UCFA
BSCH

United Capital Financial Advisors’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

United Capital Financial Advisors’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-131,086
Closed -$2.96M – 1389
2017
Q3 		$2.96M Sell
131,086
-11,163
-8% -$252K 0.03% 490
2017
Q2 		$3.22M Buy
142,249
+2,295
+2% +$51.9K 0.03% 462
2017
Q1 		$3.17M Sell
139,954
-17,124
-11% -$387K 0.03% 456
2016
Q4 		$3.55M Sell
157,078
-11,802
-7% -$267K 0.03% 442
2016
Q3 		$3.83M Sell
168,880
-25,501
-13% -$579K 0.04% 437
2016
Q2 		$4.47M Sell
194,381
-28,536
-13% -$648K 0.05% 380
2016
Q1 		$5.06M Sell
222,917
-58,714
-21% -$1.33M 0.06% 331
2015
Q4 		$6.34M Sell
281,631
-400,742
-59% -$9.08M 0.07% 286
2015
Q3 		$15.5M Buy
682,373
+26,418
+4% +$600K 0.19% 103
2015
Q2 		$14.9M Buy
655,955
+190,763
+41% +$4.35M 0.17% 133
2015
Q1 		$10.6M Buy
465,192
+121,150
+35% +$2.76M 0.13% 201
2014
Q4 		$7.81M Buy
344,042
+71,648
+26% +$1.63M 0.12% 197
2014
Q3 		$6.2M Buy
272,394
+131,081
+93% +$2.99M 0.11% 212
2014
Q2 		$3.24M Buy
141,313
+108,536
+331% +$2.48M 0.06% 305
2014
Q1 		$748K Buy
+32,777
New +$747K 0.02% 546

Other funds holding BSCH

FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

United Capital Financial Advisors's BSCH Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 131,086 shares — an estimated $2.96M sold.

United Capital Financial Advisors first reported a position in BSCH in Q1 2014 and held it in 15 quarters. The position peaked at $15.5M in Q3 2015. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • United Capital Financial Advisors reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 131,086 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $2.96M.
  • United Capital Financial Advisors first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q1 2014 and held it in 15 quarters.
  • United Capital Financial Advisors's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $15.5M in Q3 2015.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.