West Coast Financial’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

West Coast Financial’s Portfolio BSJG Stock Details BSJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-8,450	Closed	-$219K	–	93
2015 Q4	$219K	Buy	8,450 +460	+6%	+$11.9K	0.09%	86
2015 Q3	$207K	Sell	7,990 -960	-11%	-$25.1K	0.09%	87
2015 Q2	$235K	Hold	8,950	–	–	0.1%	86
2015 Q1	$236K	Buy	8,950 +950	+12%	+$24.9K	0.11%	85
2014 Q4	$207K	Hold	8,000	–	–	0.11%	86
2014 Q3	$213K	Hold	8,000	–	–	0.12%	83
2014 Q2	$219K	Hold	8,000	–	–	0.12%	85
2014 Q1	$218K	Sell	8,000 -1,170	-13%	-$31.8K	0.11%	90
2013 Q4	$248K	Hold	9,170	–	–	0.13%	83
2013 Q3	$244K	Hold	9,170	–	–	0.14%	83
2013 Q2	$238K	Buy	+9,170	New	+$245K	0.13%	87

Other funds holding BSJG

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

NEPPG

New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Coast Financial's BSJG Position: Q1 2016 in Review

West Coast Financial sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q1 2016, closing a stake of 8,450 shares — an estimated $219K sold.

West Coast Financial first reported a position in BSJG in Q2 2013 and held it in 11 quarters. The position peaked at $248K in Q4 2013. 83 funds tracked by Wall St. Rank hold BSJG as of Q1 2016.

West Coast Financial reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
West Coast Financial sold 8,450 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q1 2016, an estimated $219K.
West Coast Financial first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
West Coast Financial's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $248K in Q4 2013.
83 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q1 2016.

Based on West Coast Financial's 13F filing for Q1 2016, filed 2 May 2016.