WAS
BSCG

Winch Advisory Services’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Winch Advisory Services’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
2016
Q4 		– Sell
-614
Closed -$14K – 318
2016
Q3 		$14K Buy
614
+1
+0.2% +$22 0.01% 139
2016
Q2 		$14K Buy
613
+1
+0.2% +$22 0.02% 127
2016
Q1 		$13K Buy
612
+2
+0.3% +$44 0.02% 105
2015
Q4 		$13K Buy
+610
New +$13.5K 0.01% 117

Other funds holding BSCG

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Winch Advisory Services's BSCG Position: Q4 2016 in Review

Winch Advisory Services sold out of Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) in Q4 2016, closing a stake of 614 shares — an estimated $14K sold.

Winch Advisory Services first reported a position in BSCG in Q4 2015 and held it in 4 quarters. The position peaked at $14K in Q3 2016. 4 funds tracked by Wall St. Rank hold BSCG as of Q4 2016.

  • Winch Advisory Services reported no remaining Guggenheim BulletShares 2016 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Winch Advisory Services sold 614 Guggenheim BulletShares 2016 Corporate Bond ETF shares in Q4 2016, an estimated $14K.
  • Winch Advisory Services first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q4 2015 and held it in 4 quarters.
  • Winch Advisory Services's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $14K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.