WA
BSCH

WealthTrust-Arizona’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

WealthTrust-Arizona’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
2014
Q4 		– Sell
-42
Closed -$1K – 708
2014
Q3 		$1K Hold
42
– – ﹤0.01% 629
2014
Q2 		$1K Buy
+42
New +$961 ﹤0.01% 624

Other funds holding BSCH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthTrust-Arizona's BSCH Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2014, closing a stake of 42 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in BSCH in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2014. 90 funds tracked by Wall St. Rank hold BSCH as of Q4 2014.

  • WealthTrust-Arizona reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 42 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2014 and held it in 2 quarters.
  • WealthTrust-Arizona's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $1K in Q3 2014.
  • 90 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.