William Blair & Company
BSCL

William Blair & Company’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

William Blair & Company’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,641
Closed -$99K – 1821
2019
Q3 		$99K Sell
4,641
-1,264
-21% -$26.8K ﹤0.01% 1383
2019
Q2 		$125K Hold
5,905
– – ﹤0.01% 1397
2019
Q1 		$124K Sell
5,905
-1,482
-20% -$31K ﹤0.01% 1378
2018
Q4 		$153K Buy
+7,387
New +$153K ﹤0.01% 1265

Other funds holding BSCL

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

William Blair & Company's BSCL Position: Q4 2019 in Review

William Blair & Company sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2019, closing a stake of 4,641 shares — an estimated $99K sold.

William Blair & Company first reported a position in BSCL in Q4 2018 and held it in 4 quarters. The position peaked at $153K in Q4 2018. 264 funds tracked by Wall St. Rank hold BSCL as of Q4 2019.

  • William Blair & Company reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • William Blair & Company sold 4,641 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2019, an estimated $99K.
  • William Blair & Company first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
  • William Blair & Company's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $153K in Q4 2018.
  • 264 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2019.

Based on William Blair & Company's 13F filing for Q4 2019, filed 13 Feb 2020.