WP
BSCH

WealthSource Partners’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

WealthSource Partners’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
Q3 		– Sell
-37,832
Closed -$861K – 308
2016
Q2 		$861K Buy
+37,832
New +$859K 0.32% 66

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

WealthSource Partners's BSCH Position: Q3 2016 in Review

WealthSource Partners sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q3 2016, closing a stake of 37,832 shares — an estimated $861K sold.

WealthSource Partners first reported a position in BSCH in Q2 2016 and held it in 1 quarter. The position peaked at $861K in Q2 2016. 127 funds tracked by Wall St. Rank hold BSCH as of Q3 2016.

  • WealthSource Partners reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • WealthSource Partners sold 37,832 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q3 2016, an estimated $861K.
  • WealthSource Partners first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • WealthSource Partners's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $861K in Q2 2016.
  • 127 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q3 2016.

Based on WealthSource Partners's 13F filing for Q3 2016, filed 2 Nov 2016.