WAM
BSCH

Wealthspire Advisors (Maryland)’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q4 		– Sell
-15,530
Closed -$351K – 2666
2017
Q3 		$351K Buy
15,530
+3,625
+30% +$82K 0.04% 323
2017
Q2 		$269K Buy
11,905
+10,663
+859% +$241K 0.03% 365
2017
Q1 		$28K Buy
+1,242
New +$28.1K ﹤0.01% 978

Other funds holding BSCH

FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BSCH Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 15,530 shares — an estimated $351K sold.

Wealthspire Advisors (Maryland) first reported a position in BSCH in Q1 2017 and held it in 3 quarters. The position peaked at $351K in Q3 2017. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 15,530 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $351K.
  • Wealthspire Advisors (Maryland) first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q1 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $351K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.