WA
BSCJ

WESPAC Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

WESPAC Advisors’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16,608
Closed -$353K – 146
2017
Q3 		$353K Hold
16,608
– – 0.23% 103
2017
Q2 		$353K Buy
+16,608
New +$353K 0.24% 105
2017
Q1 		– Sell
-11,897
Closed -$252K – 133
2016
Q4 		$252K Buy
+11,897
New +$253K 0.28% 93

Other funds holding BSCJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

WESPAC Advisors's BSCJ Position: Q4 2017 in Review

WESPAC Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2017, closing a stake of 16,608 shares — an estimated $353K sold.

WESPAC Advisors first reported a position in BSCJ in Q4 2016 and held it in 3 quarters. The position peaked at $353K in Q3 2017. 166 funds tracked by Wall St. Rank hold BSCJ as of Q4 2017.

  • WESPAC Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors sold 16,608 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2017, an estimated $353K.
  • WESPAC Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2016 and held it in 3 quarters.
  • WESPAC Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $353K in Q3 2017.
  • 166 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2017.

Based on WESPAC Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.