VV
BSCI

Verity & Verity’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Verity & Verity’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-26,250
Closed -$556K – 100
2017
Q3 		$556K Buy
+26,250
New +$556K 0.16% 75

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Verity & Verity's BSCI Position: Q4 2017 in Review

Verity & Verity sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2017, closing a stake of 26,250 shares — an estimated $556K sold.

Verity & Verity first reported a position in BSCI in Q3 2017 and held it in 1 quarter. The position peaked at $556K in Q3 2017. 157 funds tracked by Wall St. Rank hold BSCI as of Q4 2017.

  • Verity & Verity reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Verity & Verity sold 26,250 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2017, an estimated $556K.
  • Verity & Verity first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q3 2017 and held it in 1 quarter.
  • Verity & Verity's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $556K in Q3 2017.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2017.

Based on Verity & Verity's 13F filing for Q4 2017, filed 9 Feb 2018.