VWM
BSJG

Vector Wealth Management’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Vector Wealth Management’s Portfolio BSJG Stock Details BSJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-27,019
Closed -$720K – 67
2013
Q3 		$720K Buy
+27,019
New +$715K 0.53% 19

Other funds holding BSJG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Vector Wealth Management's BSJG Position: Q4 2013 in Review

Vector Wealth Management sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q4 2013, closing a stake of 27,019 shares — an estimated $720K sold.

Vector Wealth Management first reported a position in BSJG in Q3 2013 and held it in 1 quarter. The position peaked at $720K in Q3 2013. 44 funds tracked by Wall St. Rank hold BSJG as of Q4 2013.

  • Vector Wealth Management reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Vector Wealth Management sold 27,019 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q4 2013, an estimated $720K.
  • Vector Wealth Management first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q3 2013 and held it in 1 quarter.
  • Vector Wealth Management's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $720K in Q3 2013.
  • 44 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q4 2013.

Based on Vector Wealth Management's 13F filing for Q4 2013, filed 19 Jan 2017.