WAM
BSJH

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

Wealthspire Advisors (Maryland)’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
-14,648
Closed -$377K – 2641
2017
Q3 		$377K Buy
14,648
+2,201
+18% +$56.5K 0.04% 304
2017
Q2 		$320K Buy
+12,447
New +$320K 0.04% 333

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 14,648 shares — an estimated $377K sold.

Wealthspire Advisors (Maryland) first reported a position in BSJH in Q2 2017 and held it in 2 quarters. The position peaked at $377K in Q3 2017. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 14,648 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $377K.
  • Wealthspire Advisors (Maryland) first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $377K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

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