WealthSource Partners’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

WealthSource Partners’s Portfolio BSJH Stock Details BSJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-20,125	Closed	-$518K	–	336
2017 Q3	$518K	Sell	20,125 -27,325	-58%	-$702K	0.17%	132
2017 Q2	$1.22M	Buy	47,450 +10,000	+27%	+$257K	0.42%	65
2017 Q1	$962K	Buy	37,450 +125	+0.3%	+$3.22K	0.35%	68
2016 Q4	$964K	Hold	37,325	–	–	0.41%	55
2016 Q3	$967K	Buy	37,325 +1,000	+3%	+$25.9K	0.35%	66
2016 Q2	$939K	Sell	36,325 -2,675	-7%	-$68.7K	0.35%	62
2016 Q1	$994K	Buy	+39,000	New	+$974K	0.41%	56

Other funds holding BSJH

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

WealthSource Partners's BSJH Position: Q4 2017 in Review

WealthSource Partners sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 20,125 shares — an estimated $518K sold.

WealthSource Partners first reported a position in BSJH in Q1 2016 and held it in 7 quarters. The position peaked at $1.22M in Q2 2017. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

WealthSource Partners reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
WealthSource Partners sold 20,125 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $518K.
WealthSource Partners first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q1 2016 and held it in 7 quarters.
WealthSource Partners's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $1.22M in Q2 2017.
4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on WealthSource Partners's 13F filing for Q4 2017, filed 16 Feb 2018.