VFS
BSCH

VSR Financial Services’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

VSR Financial Services’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
Q2 		– Sell
-42,774
Closed -$968K – 614
2016
Q1 		$968K Sell
42,774
-80
-0.2% -$1.81K 0.1% 224
2015
Q4 		$965K Buy
42,854
+1,550
+4% +$35.1K 0.1% 217
2015
Q3 		$937K Sell
41,304
-995
-2% -$22.6K 0.11% 209
2015
Q2 		$962K Buy
42,299
+5,379
+15% +$123K 0.1% 233
2015
Q1 		$843K Hold
36,920
– – 0.09% 254
2014
Q4 		$838K Buy
36,920
+9,753
+36% +$222K 0.09% 234
2014
Q3 		$618K Buy
27,167
+6,060
+29% +$138K 0.07% 288
2014
Q2 		$484K Buy
21,107
+5,231
+33% +$120K 0.06% 327
2014
Q1 		$362K Buy
15,876
+3,850
+32% +$87.8K 0.05% 394
2013
Q4 		$273K Buy
+12,026
New +$273K 0.04% 443

Other funds holding BSCH

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

VSR Financial Services's BSCH Position: Q2 2016 in Review

VSR Financial Services sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q2 2016, closing a stake of 42,774 shares — an estimated $968K sold.

VSR Financial Services first reported a position in BSCH in Q4 2013 and held it in 10 quarters. The position peaked at $968K in Q1 2016. 126 funds tracked by Wall St. Rank hold BSCH as of Q2 2016.

  • VSR Financial Services reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • VSR Financial Services sold 42,774 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q2 2016, an estimated $968K.
  • VSR Financial Services first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q4 2013 and held it in 10 quarters.
  • VSR Financial Services's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $968K in Q1 2016.
  • 126 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.