UCFA
BSJH

United Capital Financial Advisors’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

United Capital Financial Advisors’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-905,983
Closed -$23.3M – 1382
2017
Q3 		$23.3M Sell
905,983
-8,432
-0.9% -$217K 0.2% 117
2017
Q2 		$23.5M Buy
914,415
+43,446
+5% +$1.12M 0.21% 111
2017
Q1 		$22.4M Sell
870,969
-46,043
-5% -$1.19M 0.21% 108
2016
Q4 		$23.7M Buy
917,012
+89,697
+11% +$2.31M 0.23% 93
2016
Q3 		$21.4M Buy
827,315
+116,755
+16% +$3.02M 0.21% 109
2016
Q2 		$18.5M Buy
710,560
+182,707
+35% +$4.69M 0.19% 118
2016
Q1 		$13.5M Buy
527,853
+302,501
+134% +$7.55M 0.15% 146
2015
Q4 		$5.63M Buy
225,352
+23,718
+12% +$603K 0.06% 306
2015
Q3 		$5.12M Buy
201,634
+37,948
+23% +$986K 0.06% 318
2015
Q2 		$4.32M Buy
163,686
+36,266
+28% +$962K 0.05% 372
2015
Q1 		$3.39M Sell
127,420
-24,060
-16% -$633K 0.04% 430
2014
Q4 		$3.93M Buy
151,480
+81,016
+115% +$2.15M 0.06% 299
2014
Q3 		$1.89M Sell
70,464
-23,548
-25% -$638K 0.03% 448
2014
Q2 		$2.6M Buy
94,012
+77,898
+483% +$2.14M 0.05% 355
2014
Q1 		$443K Buy
+16,114
New +$440K 0.01% 657

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 905,983 shares — an estimated $23.3M sold.

United Capital Financial Advisors first reported a position in BSJH in Q1 2014 and held it in 15 quarters. The position peaked at $23.7M in Q4 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • United Capital Financial Advisors reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 905,983 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $23.3M.
  • United Capital Financial Advisors first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q1 2014 and held it in 15 quarters.
  • United Capital Financial Advisors's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $23.7M in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

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