Winch Advisory Services’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Winch Advisory Services’s Portfolio BSCI Stock Details BSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-648	Closed	-$14K	–	312
2016 Q3	$14K	Buy	648 +3	+0.5%	+$64	0.01%	138
2016 Q2	$14K	Buy	645 +2	+0.3%	+$43	0.02%	126
2016 Q1	$14K	Buy	643 +3	+0.5%	+$63	0.02%	98
2015 Q4	$13K	Buy	+640	New	+$13.5K	0.01%	116

Other funds holding BSCI

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

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

Winch Advisory Services sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2016, closing a stake of 648 shares — an estimated $14K sold.

Winch Advisory Services first reported a position in BSCI in Q4 2015 and held it in 4 quarters. The position peaked at $14K in Q3 2016. 134 funds tracked by Wall St. Rank hold BSCI as of Q4 2016.

Winch Advisory Services reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Winch Advisory Services sold 648 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2016, an estimated $14K.
Winch Advisory Services first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2015 and held it in 4 quarters.
Winch Advisory Services's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $14K in Q3 2016.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2016.

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