WP
BSJE

WMS Partners’s GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF BSJE Stock Holding History

WMS Partners’s Portfolio BSJE Stock Details BSJE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-26,862
Closed -$709K – 261
2014
Q3 		$709K Buy
+26,862
New +$709K 0.11% 107

Other funds holding BSJE

PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

WMS Partners's BSJE Position: Q4 2014 in Review

WMS Partners sold out of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) in Q4 2014, closing a stake of 26,862 shares — an estimated $709K sold.

WMS Partners first reported a position in BSJE in Q3 2014 and held it in 1 quarter. The position peaked at $709K in Q3 2014. 3 funds tracked by Wall St. Rank hold BSJE as of Q4 2014.

  • WMS Partners reported no remaining GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position as of Q4 2014 after selling out during the quarter.
  • WMS Partners sold 26,862 GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF shares in Q4 2014, an estimated $709K.
  • WMS Partners first reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in Q3 2014 and held it in 1 quarter.
  • WMS Partners's GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF position peaked at $709K in Q3 2014.
  • 3 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF as of Q4 2014.

Based on WMS Partners's 13F filing for Q4 2014, filed 13 Feb 2015.