WIC
BSCJ

Whitegate Investment Counselors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Whitegate Investment Counselors’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
2019
Q4 		– Sell
-18,339
Closed -$387K – 205
2019
Q3 		$387K Sell
18,339
-573
-3% -$12.1K 0.08% 149
2019
Q2 		$399K Buy
18,912
+357
+2% +$7.53K 0.08% 143
2019
Q1 		$391K Buy
18,555
+15
+0.1% +$316 0.08% 144
2018
Q4 		$390K Buy
18,540
+403
+2% +$8.49K 0.09% 140
2018
Q3 		$382K Sell
18,137
-431
-2% -$9.07K 0.08% 146
2018
Q2 		$390K Buy
18,568
+262
+1% +$5.5K 0.08% 145
2018
Q1 		$384K Buy
18,306
+2,431
+15% +$51.1K 0.08% 142
2017
Q4 		$335K Buy
15,875
+3,573
+29% +$75.6K 0.07% 149
2017
Q3 		$261K Buy
12,302
+337
+3% +$7.17K 0.06% 159
2017
Q2 		$254K Buy
11,965
+896
+8% +$19K 0.06% 159
2017
Q1 		$235K Buy
+11,069
New +$235K 0.06% 161

Whitegate Investment Counselors's BSCJ Position: Q4 2019 in Review

Whitegate Investment Counselors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 18,339 shares — an estimated $387K sold.

Whitegate Investment Counselors first reported a position in BSCJ in Q1 2017 and held it in 11 quarters. The position peaked at $399K in Q2 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Whitegate Investment Counselors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Whitegate Investment Counselors sold 18,339 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $387K.
  • Whitegate Investment Counselors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2017 and held it in 11 quarters.
  • Whitegate Investment Counselors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $399K in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Whitegate Investment Counselors's 13F filing for Q4 2019, filed 14 Jan 2020.