WCM
BSCK

Whitener Capital Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Whitener Capital Management’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,700
Closed -$36K – 504
2019
Q3 		$36K Buy
1,700
+200
+13% +$4.26K 0.02% 254
2019
Q2 		$31K Buy
1,500
+400
+36% +$8.49K 0.02% 263
2019
Q1 		$23K Buy
+1,100
New +$23.3K 0.02% 278

Other funds holding BSCK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whitener Capital Management's BSCK Position: Q4 2019 in Review

Whitener Capital Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2019, closing a stake of 1,700 shares — an estimated $36K sold.

Whitener Capital Management first reported a position in BSCK in Q1 2019 and held it in 3 quarters. The position peaked at $36K in Q3 2019. 257 funds tracked by Wall St. Rank hold BSCK as of Q4 2019.

  • Whitener Capital Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 1,700 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2019, an estimated $36K.
  • Whitener Capital Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Whitener Capital Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $36K in Q3 2019.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.