William Blair & Company
BSJL

William Blair & Company’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

William Blair & Company’s Portfolio BSJL Stock Details BSJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,000
Closed -$25K – 1822
2019
Q3 		$25K Hold
1,000
– – ﹤0.01% 1524
2019
Q2 		$25K Hold
1,000
– – ﹤0.01% 1565
2019
Q1 		$25K Hold
1,000
– – ﹤0.01% 1540
2018
Q4 		$24K Buy
+1,000
New +$24.3K ﹤0.01% 1467

Other funds holding BSJL

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

William Blair & Company sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2019, closing a stake of 1,000 shares — an estimated $25K sold.

William Blair & Company first reported a position in BSJL in Q4 2018 and held it in 4 quarters. The position peaked at $25K in Q3 2019. 134 funds tracked by Wall St. Rank hold BSJL as of Q4 2019.

  • William Blair & Company reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • William Blair & Company sold 1,000 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $25K.
  • William Blair & Company first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
  • William Blair & Company's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $25K in Q3 2019.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2019.

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