WA
BSCG

WFG Advisors’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

WFG Advisors’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5,720
Closed -$127K – 1734
2015
Q3 		$127K Buy
5,720
+501
+10% +$11.1K 0.04% 404
2015
Q2 		$116K Buy
5,219
+3,890
+293% +$86.4K 0.03% 497
2015
Q1 		$30K Buy
1,329
+425
+47% +$9.42K 0.01% 878
2014
Q4 		$20K Buy
+904
New +$20.1K ﹤0.01% 1232

Other funds holding BSCG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's BSCG Position: Q4 2015 in Review

WFG Advisors sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2015, closing a stake of 5,720 shares — an estimated $127K sold.

WFG Advisors first reported a position in BSCG in Q4 2014 and held it in 4 quarters. The position peaked at $127K in Q3 2015. 105 funds tracked by Wall St. Rank hold BSCG as of Q4 2015.

  • WFG Advisors reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 5,720 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2015, an estimated $127K.
  • WFG Advisors first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q4 2014 and held it in 4 quarters.
  • WFG Advisors's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $127K in Q3 2015.
  • 105 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.