Vector Wealth Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Vector Wealth Management’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
2016 Q4	$3.74M	Buy	165,315 +7,570	+5%	+$171K	2.62%	13
2016 Q3	$3.58M	Buy	157,745 +12,710	+9%	+$288K	2.45%	14
2016 Q2	$3.3M	Buy	145,035 +12,910	+10%	+$293K	2.25%	13
2016 Q1	$2.99M	Buy	132,125 +12,940	+11%	+$292K	2.21%	13
2015 Q4	$2.68M	Buy	119,185 +4,935	+4%	+$112K	2.09%	14
2015 Q3	$2.59M	Buy	114,250 +62,855	+122%	+$1.43M	2.04%	13
2015 Q2	$1.17M	Buy	51,395 +34,230	+199%	+$780K	0.92%	14
2015 Q1	$392K	Buy	+17,165	New	+$391K	0.32%	34

Other funds holding BSCH

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Vector Wealth Management's BSCH Position: Q4 2016 in Review

Vector Wealth Management increased its Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) stake by 4.8% in Q4 2016, buying an estimated $171K and bringing the position to 165,315 shares worth $3.74M. The position accounts for 2.62% of the portfolio, ranked #13.

Vector Wealth Management first reported a position in BSCH in Q1 2015 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold BSCH as of Q4 2016.

Vector Wealth Management held 165,315 shares of Guggenheim BulletShares 2017 Corporate Bond ETF worth $3.74M as of Q4 2016.
Vector Wealth Management bought 7,570 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2016, an estimated $171K.
Guggenheim BulletShares 2017 Corporate Bond ETF made up 2.62% of Vector Wealth Management's portfolio in Q4 2016, its #13 holding.
Vector Wealth Management first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q1 2015 and has held it in 8 quarters since.
138 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.