WCF
BSJF

West Coast Financial’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

West Coast Financial’s Portfolio BSJF Stock Details BSJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-13,898
Closed -$360K – 95
2015
Q3 		$360K Sell
13,898
-780
-5% -$20.3K 0.16% 74
2015
Q2 		$382K Hold
14,678
– – 0.17% 73
2015
Q1 		$383K Sell
14,678
-2,000
-12% -$52.1K 0.18% 72
2014
Q4 		$431K Hold
16,678
– – 0.22% 67
2014
Q3 		$441K Buy
16,678
+2,798
+20% +$74.6K 0.25% 67
2014
Q2 		$374K Hold
13,880
– – 0.2% 73
2014
Q1 		$375K Buy
13,880
+1,915
+16% +$51.6K 0.19% 76
2013
Q4 		$320K Sell
11,965
-3,800
-24% -$102K 0.17% 78
2013
Q3 		$421K Buy
15,765
+1,500
+11% +$39.9K 0.23% 72
2013
Q2 		$374K Buy
+14,265
New +$383K 0.2% 77

Other funds holding BSJF

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

West Coast Financial's BSJF Position: Q4 2015 in Review

West Coast Financial sold out of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) in Q4 2015, closing a stake of 13,898 shares — an estimated $360K sold.

West Coast Financial first reported a position in BSJF in Q2 2013 and held it in 10 quarters. The position peaked at $441K in Q3 2014. 5 funds tracked by Wall St. Rank hold BSJF as of Q4 2015.

  • West Coast Financial reported no remaining GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position as of Q4 2015 after selling out during the quarter.
  • West Coast Financial sold 13,898 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q4 2015, an estimated $360K.
  • West Coast Financial first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q2 2013 and held it in 10 quarters.
  • West Coast Financial's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $441K in Q3 2014.
  • 5 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q4 2015.

Based on West Coast Financial's 13F filing for Q4 2015, filed 5 Feb 2016.