WP
BSJG

WealthSource Partners’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

WealthSource Partners’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
2016
Q4 		– Sell
-50,100
Closed -$1.29M – 301
2016
Q3 		$1.29M Hold
50,100
– – 0.47% 51
2016
Q2 		$1.29M Buy
50,100
+200
+0.4% +$5.16K 0.48% 48
2016
Q1 		$1.29M Buy
+49,900
New +$1.28M 0.53% 45

Other funds holding BSJG

LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return

WealthSource Partners's BSJG Position: Q4 2016 in Review

WealthSource Partners sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q4 2016, closing a stake of 50,100 shares — an estimated $1.29M sold.

WealthSource Partners first reported a position in BSJG in Q1 2016 and held it in 3 quarters. The position peaked at $1.29M in Q3 2016. 2 funds tracked by Wall St. Rank hold BSJG as of Q4 2016.

  • WealthSource Partners reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • WealthSource Partners sold 50,100 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $1.29M.
  • WealthSource Partners first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q1 2016 and held it in 3 quarters.
  • WealthSource Partners's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $1.29M in Q3 2016.
  • 2 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q4 2016.

Based on WealthSource Partners's 13F filing for Q4 2016, filed 17 Feb 2017.