W
BSCK

Wealthfront’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Wealthfront’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1
Closed – – 1375
2015
Q3 		$0 Buy
+1
New +$21 ﹤0.01% 1599
2015
Q2 		– Sell
-28
Closed -$1K – 1463
2015
Q1 		$1K Buy
+28
New +$598 ﹤0.01% 1185

Other funds holding BSCK

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront's BSCK Position: Q4 2015 in Review

Wealthfront sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in BSCK in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 75 funds tracked by Wall St. Rank hold BSCK as of Q4 2015.

  • Wealthfront reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1 Invesco BulletShares 2020 Corporate Bond ETF share in Q4 2015.
  • Wealthfront first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2015 and held it in 2 quarters.
  • Wealthfront's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1K in Q1 2015.
  • 75 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.