UCFA
BSJE

United Capital Financial Advisors’s GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF BSJE Stock Holding History

United Capital Financial Advisors’s Portfolio BSJE Stock Details BSJE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,019,384
Closed -$79.7M – 1220
2014
Q3 		$79.7M Buy
3,019,384
+566,813
+23% +$15M 1.38% 5
2014
Q2 		$64.9M Buy
2,452,571
+1,889,810
+336% +$50M 1.2% 10
2014
Q1 		$14.9M Buy
+562,761
New +$15M 0.32% 73

Other funds holding BSJE

PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

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

United Capital Financial Advisors sold out of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) in Q4 2014, closing a stake of 3,019,384 shares — an estimated $79.7M sold.

United Capital Financial Advisors first reported a position in BSJE in Q1 2014 and held it in 3 quarters. The position peaked at $79.7M in Q3 2014. 3 funds tracked by Wall St. Rank hold BSJE as of Q4 2014.

  • United Capital Financial Advisors reported no remaining GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,019,384 GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF shares in Q4 2014, an estimated $79.7M.
  • United Capital Financial Advisors first reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in Q1 2014 and held it in 3 quarters.
  • United Capital Financial Advisors's GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position peaked at $79.7M in Q3 2014.
  • 3 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF as of Q4 2014.

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