Wintrust Investments’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Wintrust Investments’s Portfolio BSCH Stock Details BSCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-9,000	Closed	-$204K	–	291
2017 Q3	$204K	Hold	9,000	–	–	0.05%	265
2017 Q2	$203K	Buy	+9,000	New	+$204K	0.05%	283
2016 Q3	–	Sell	-9,518	Closed	-$41K	–	220
2016 Q2	$41K	Buy	+9,518	New	+$216K	0.08%	111

Other funds holding BSCH

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wintrust Investments's BSCH Position: Q4 2017 in Review

Wintrust Investments sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2017, closing a stake of 9,000 shares — an estimated $204K sold.

Wintrust Investments first reported a position in BSCH in Q2 2016 and held it in 3 quarters. The position peaked at $204K in Q3 2017. 6 funds tracked by Wall St. Rank hold BSCH as of Q4 2017.

Wintrust Investments reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Wintrust Investments sold 9,000 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2017, an estimated $204K.
Wintrust Investments first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2016 and held it in 3 quarters.
Wintrust Investments's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $204K in Q3 2017.
6 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2017.

Based on Wintrust Investments's 13F filing for Q4 2017, filed 13 Feb 2018.